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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?

News: 2014-01-20

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Bank reserves and the falling loan to deposit ratio at US banks

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The Investment Climate in January 2014 in 7 Points

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The Eurosystem’s excess liquidity and the liquidity squeeze

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The deflationary forces of online shopping

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News: 2014-01-17

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A few insights on Japan and thoughts about wealth confiscation and default

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The roots of shadow banking

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Trust Preferred CDOs now exempt from the Volcker Rule

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News: 2014-01-16

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