Credit Writedowns
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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 not inflationary, but is it deflationary?
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QE: Euthanasia of the economy?
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Q3 GDP – An Inventory Restocking Story
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ECB rate cut highlights dichotomies within Euroland; watch Italy
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Links: 2013-11-07
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Should current-account surpluses in the Eurozone be reduced?
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The Fed confirms its move to forward guidance and permanent zero
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Links: 2013-11-06
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Household formation and affordability are headwinds in the US housing market
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Paul Krugman, Nick Rowe and an Endogenous Money Model
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