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 biggest worry in the global economy now is emerging markets, particularly China
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China: How much capital investment is optimal?
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Full analysis: The Fed will not raise rates until at least mid-2015
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Links: 2013-06-19
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Chart of the day: Chronic American excess capacity
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More on how the NSA scandal is negatively affecting the cloud
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Bad loans continue to rise in Spain and Italy
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Links: 2013-06-18
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Chart of the day: Does this violate key principles of money creation?
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Links: 2013-06-14
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