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?
The US debt ceiling debacle will begin all over again this Fall
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Links: 2013-08-27
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Links: 2013-08-26
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Tapering claims another victim: Indonesia
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Equity multiples growing at fastest rate since dot-com bubble
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Links: 2013-08-23
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Sallie Krawcheck on the Fed Chair selection process
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The market is not the economy
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Why the EM meltdown doesn’t change my positive macro view
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How QE’s potential unwind reveals the existence of the currency wars
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