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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?

How little politics matters to the market and normalizing policy in the US and Europe

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A few thoughts on xenophobia in Europe and the US

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The end of the carry trade and stress on Australian bank margins

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GDPNow at 4.7% on the back of bullish ISM manufacturing data

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How an unchanged financial system and credit stresses will prove problematic in the next year

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The emerging markets crisis is real, more on rising xenophobia, the CRE bubble and California as regulatory standard setter

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US claims at a record low, Argentina base rates at 60%, the failed Chinese model, and the negative rate tax

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Uber vs Tesla as the model for the future of transport

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The anti-immigrant fervour in Europe and Uber vs Tesla as transport models of the future

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How Trump can thank his presidency to the lack of prosecution of white-collar criminals after the financial crisis

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