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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?

On the juxtaposition of positve economic growth and market vulnerability

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News: 2013:12-20

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Monetary policy under financial repression

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Why the Fed tapered asset purchases

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News: 2013-12-19

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What will a Fed taper mean?

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Two key reasons for Japan’s record trade deficit

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News: 2013-12-18

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The legacy of government debt in Europe bodes ill for growth

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What happens to banks’ balance sheets during a downturn?

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