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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 Iran conflict and why political events aren’t bigger economic drivers

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The new cautiously optimistic Credit Writedowns in 2020

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Some soft US data doesn’t yet mean recession

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Take back control: the revolt of the working class

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Anti-globalization, Brexit and the Labour Party Meltdown

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Expect a dovish hold from the Fed despite the jobs report

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Some thoughts on illegal immigration

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A breakdown of the post-war global Western alliance

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US economic outlook mixed as manufacturing continues to slow

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MMT Heaven and MMT Hell

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