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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?

What’s happening in Spain?

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Is Latvia an austerity success or failure?

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Having raised taxes and the debt ceiling, US Republicans have another test on public debt

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Links: 2013-01-27

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Links: 2013-01-25

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The Fed changing private portfolio preferences through Quantitative Easing

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Samsung is saying what I’m saying about mobile growth

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US initial jobless claims are consistent with GDP growth

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Why earnings contractions are coming for Apple in 2013

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Links: 2013-01-24

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