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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?

Links: 2013-03-08

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Krugman: IS-LM economic modeling failure (part 1)

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Trouble in Canada’s economy

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Achuthan: The US has been in a recession for three quarters of a year already

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On continued recovery in the US

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Links: 2013-03-07

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Thoughts on the Dow high and a look back at the market bottom in 2009

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Links: 2013-03-06

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China’s real estate bubble

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Links: 2013-03-05

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