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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?

Housing: Good News Keeps Rolling In

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Jobs Data Good, but Good Enough?

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Fed, ECB Can Promise, But Can’t Deliver

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Shiller: Housing Bubble Could Be Forming in Some Areas

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Markets are betting on US housing recovery

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Why I don’t believe housing has put in a secular bottom

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The global slowdown is getting worse everywhere

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Fed Does Nothing, Says Less and Dollar Advances

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The Mobile Patent War

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Did Draghi act on his own?

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