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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?

QE is fiscal policy

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The EU weighs level three sanctions on Russia just as the European economy improves

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Links: 2014-07-24

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Apple’s shift into China shows the company’s masterful execution

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Links: 2014-07-23

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Ukraine, US subprime and the erosion of US financial hegemony

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Links: 2014-07-22

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Some brief thoughts on framing the war in Ukraine

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The political economy of the military conflict in Ukraine

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Links: 2014-07-21

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