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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 flagging German economy
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Oil capex, resource misallocation and the global growth slowdown
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Jensen: How long bonds could actually outperform equities
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Profit mean reversion and recession
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The faltering US economy and emerging market contagion
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Boehner departure means government shutdown more likely, default a possibility
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Quick thoughts on recent macro news: China, Brazil, US
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Credit Writedowns is ending paid subscriptions for now
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Willem Buiter, monetary dominance and the convergence to zero
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The strong dollar, the carry trade and market volatility
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