Credit Writedowns
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Markets
The yen is a safe haven as Japan is the world’s largest creditor
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US real 10 year yields at record 225bpt discount to JGBs
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Stocks tumble
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Constructive view of Canadian dollar
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The lessons of the crisis of 40 years ago
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Pegs, Pomp, and Direct Democracy
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Central banks can go broke
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The Brazilian Blowout
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For whatever reason
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Zulauf: “I expect the market to go below the latest lows in September”
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