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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?

Country by country macro update, September 2014

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Is the ECB doing QE?

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Some thoughts on Scottish secession from the UK

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The Catalan Vote: Why It’s Time To Start Getting Worried About Complacency In Madrid

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What does a “good” Chinese adjustment look like?

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Income inequality, corporate inversions and financial engineering

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Divergence in ECB and Fed rate regimes will drive portfolio shifts

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3 Things American Workers Can Expect in the Next Year

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A government bond bullish scenario is taking form

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The disaster in Europe versus data in the US (plus China and Argentina)

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