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?
The oil glut, Black Friday retail and falling yields
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Some mixed data points behind the global growth slowdown
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Oil’s global growth dividend
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Economic and market themes: 2014-11-21 US, oil, Japan, and China
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The global growth slowdown and troubles with oil and commodities
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Thoughts on Japan’s new recession
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Abenomics 2.0 – Just What Are They Trying To Achieve?
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The eurozone is still in a bad way
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German rectitude versus peripheral profligacy and other tales of morality
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Saudi market grab wreaking havoc on deepwater capex and high yield energy bonds
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