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?
Links: 2013-09-25
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BOJ’s aggressive QE has brought JGBs to negative real yields
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More on the Fed’s haphazard move to forward guidance over QE
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Revisiting predictions from 2011 on China and Europe
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Gauging the trajectory of the US housing market
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Links: 2013-09-23
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Implications of the German elections for the economy and markets
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Links: 2013-09-19
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Dollar Broadly Weaker As Fed Keeps Punch Bowl In Place
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Links: 2013-09-18
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