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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?

Lines drawn in predictions for a recession by 2020

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Politics driving fiscal space, populists winning in Europe, and the meaning of a crushing euro external balance

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This is why I told you in March to listen to Lael Brainard. She makes the intellectual case for inverting the yield curve

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Beijing’s Three Options: Unemployment, Debt, or Wealth Transfers

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The Internet: cutting out the middleman and creating platforms for regulatory arbitrage

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The situation in China as the trade war with the US beckons

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The financial transmission of housing bubbles: Evidence from Spain

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Is this chart suggesting emerging market and developed market rotation?

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More on the coming rotation out of DM and into EM

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What should we expect after a financial crisis?

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