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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: 2013-02-18

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Is Spain’s economic contraction now self-perpetuating?

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Links: 2013-02-16

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Excess cash on the balance sheet is wealth destruction

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France: The Coming Push

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Links: 2013-02-15

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Currency Wars will only get worse

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Links: 2013-02-14

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On the horrendous economic numbers coming out of Europe

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China, Spain and Japan: What I’ll be watching in 2013

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