Credit Writedowns
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Markets
The dangers of a strong dollar and divergent monetary policy
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Crisis watch: European travails, $50 oil, and Russian capital flight
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A Brave New World
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The oil glut, Black Friday retail and falling yields
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Saudi market grab wreaking havoc on deepwater capex and high yield energy bonds
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China, Europe, and optimal currency zones
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Snail Trail Vortex
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Central banks, interest rates, house prices and resource allocation
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Economic and Market Themes: 2014-10-27 US, Europe and China
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QE will end, GDP growth expected at 3.0%, deflator at 1.4%
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