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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?

Detroit and Rome: ‘A Tale of Two Cities’ regarding weak municipal finance

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Ukraine’s currency in free fall

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RMB weakness accelerates and steady EMU inflation drive markets at month end

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Political connections in turbulent times

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News: 2014-02-27

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Could Mario Draghi’s implementing QE help Matteo Renzi raise the Italian deficit?

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Edward Harrison’s Ten Surprises for 2014, Part 2

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News: 2014-02-26

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No near-term currency regime change in China

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Auerback: US base growth is less than 2%

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