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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?

My updated European macro outlook for 2013 is positive

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Links: 2013-08-16

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Links: 2013-08-15

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The German election campaign is getting into high gear

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Britain’s illusory housing recovery

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Brazil: Markets test central bank as currency touches new low

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Links: 2012-08-13

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Profitless Stocks and Levitating Stock Prices

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This Is So Depressing

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There are four main drivers in this week’s markets

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