Credit Writedowns
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Economy
Monetary policy is at the end of the line
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The problem at euro banks
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The British political landscape after the EU referendum
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Why I’m on US recession watch despite 2% growth
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Expansions that didn’t die in their beds but were murdered by the Federal Reserve
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Multiple Fed officials now signalling rate hikes
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The new normal that never was
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Low interest rates and banks’ net interest margins
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Negative interest rates are just a tax on reserves that lowers net interest margins
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The titillating and terrifying collapse of the dollar. Again.
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