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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: 2013-09-08
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Gross and Hatzius: Jobs report below expectations, Fed will taper anyway
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Links: 2013-09-06
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Some initial thoughts on the US Jobs report, the Fed’s reaction function and tapering
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Distortions are evident in the U.S. mortgage market
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Abenomics and Japan’s disastrous macro plans
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China: Rebalancing and long term growth
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Links: 2013-09-05
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Links: 2013-09-04
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Corporate profits: In the long run, valuation means everything
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