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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?

Economic and market themes: 2014-03-14

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Russia and the Birth of the Eurodollar Market

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News: 2014-03-14

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Latest data confirm China slowdown

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EM: Escalation in Crimea, China concerns, Brazilian inflation and more

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Green shoots in the US?

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News: 2014-03-13

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Renzi’s Day

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On wage growth in US and Japan and China’s shadow lending

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Japan: Negative current account will pressure currency

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