Credit Writedowns
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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?
2015 as 1994: more on Fed hikes this year
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Albert Edwards on the US currency and China
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June rate hikes are still on the table as US unemployment falls to 5.5%
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Some thoughts on relative value in the US and Europe
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European interest rates and the showdown over Greece
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Fed rate hikes and global growth
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Fed rate hikes, the European economy and the Brazilian slowdown
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When do we decide that Europe must restructure much of its debt?
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Greece, Eventual Grexit, and European Asset Values
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More on how to look at the Greek bailout deal
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