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Credit Writedowns

Goodbye to Credit Writedowns

Risks to growth and inflation helping keep long rates down

What’s your model on how real GDP grows durably?

The Importance of China’s New VAT

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The Bank of Japan’s inaction and the Fed’s tightening bias with GDP slowing

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Fed policy in an election year of slowing growth

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Is the Fed panicked about the downshift in the US economy?

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How the US economy is shaping up in 2016 and how the Fed will react

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The Eurozone has been infected by the US slowdown

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Britain, Brexit, and sovereignty

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How the Fed could cause recession in 2016

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Why China cares about Japan’s negative rates

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My thoughts on the US Q4 2015 GDP numbers

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