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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?

More on Germany’s deflationary bias

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Why an eventual Grexit is still unavoidable

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Financial obligations rising for renters, falling for homeowners

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Links: 2013-11-05

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More on growth in Euroland, the U.S. and the U.K.

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Links: 2013-11-04

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Predicting Europe’s endgame policy response

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Covenant-light loans are on the rise

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Risk to the upside in the U.S. contrasts to Europe

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Heads or tails?: The Demographics of Investing

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