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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?

Europe again

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On earnings at Apple, Samsung and Amazon

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On data coming out of the fiat currency economies in the US, the UK and Japan

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Chart of the Day: What British GDP growth since 2007 says about austerity and Reinhart-Rogoff

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Some thoughts on what’s next for Italy

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Spain’s economy is in tatters

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The data coming out of the US have been weak

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More on convergence and consolidation in the world of Telecom, Media and Technology

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The political economy of the euro crisis, part 2

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The Consolidating World of Technology, Media and Telecommunications

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