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?
Reasons the Fed won’t raise rates
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Initial thoughts on the Swiss National Bank peg removal
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Yield curve inversion in the US when the Fed hikes
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Pie in the Sky
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Yanis Varoufakis on fiscal waterboarding and Ponzi austerity
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The convergence of safe asset yields toward zero favours Anglo-Saxon bonds
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Why deflationary pressure in China mandates monetary tightening, not loosening
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US jobs, high yield covenant-lite issues and the Greek restructuring negotiation
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The crashing oil price is now a market crisis problem
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The Grexit talk should be frightening
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