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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?

Rajoy was hoodwinked and now Spain faces a debt deflationary spiral

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Daily: Inflation worries in a fundamentally deflationary episode

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Biflation: inflation in the things you need, deflation in the things you don’t

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On optimism in the face of deflationary crisis responses, part 2

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Should we be optimistic?

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Retail investors jump into syndicated loans

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Can China increase export competitiveness?

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Courting disaster in Spain

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Daily: On Apple’s record iPhone upgrade cycle boost

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Daily: Romney is toast, Apple will have a monster quarter, and QE infinity will fail

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