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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?

Predicting major correction in 2013 as contrary indicators are mostly bearish

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Why Apple’s low guidance has market disturbed

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Eurozone crisis: It ain’t over yet

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Links: 2013-01-23

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The Causes and Consequences of Currency Wars

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On Apple’s earnings

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Will Britain be forced out?

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Links: 2013-01-22

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Confirmation of my view on Ireland and Portugal from Olli Rehn

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Grexit

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