Credit Writedowns
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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?
Currency wars should provide support for precious metals
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Links: 2013-01-16
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More on why the sequester may matter more than the debt ceiling
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Bond Math
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Links: 2013-01-15
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Comments on the German model as German GDP contracts
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Why a US government shutdown is likely
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Where to look for signs of recession
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The US fiscal standoff should mean recession in Q2
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Links: 2013-01-14
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