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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?

Bernanke says the Fed can do more but…

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Monetary expansion, the dollar, and commodity prices

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Daily: Europe’s political struggle over ECB monetisation

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Canada’s consumer leverage growth will not end well

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William White on Ultra Easy Monetary Policy and the Law of Unintended Consequences

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Peak oil: light sweet crude production has peaked globally

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Latest on China: all is well and “economic growth is stabilizing”

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Daily: ECB penalty rates for sovereign debt as conditionality

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The variables which will influence the ECB’s coming monetisation

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Catalonia to tap Spain’s regional bailout fund

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