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: 2013-09-17
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Tapering and the shift from QE toward forward guidance
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The Lame Duck President Obama and the Fed Nomination
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Yellen’s nomination is not a done deal
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Links: 2013-09-13
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A retrospective on the crisis and thoughts on where we are headed
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A case of broken BRICS?
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Today’s European periphery data points are bleak
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This chart on housing is a big deal
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Spain: Some thoughts on Catalonia and secession
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