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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?

Canada’s private sector deficit, Germany’s current account surplus and Germany’s outreach to a Turkey in crisis

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The field of dreams in Internet 2.0

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When will the Fed’s rate hikes hit US credit markets?

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Some thoughts on the week I just missed

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Sentiment shift on Tesla a warning sign for all riskier assets

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New Zealand banning foreign buyers, Turkey’s crisis building for years, unaffordable healthcare

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Speculation about Turkey’s alliance with the West

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The Bank of Japan’s latest move is a tightening of monetary policy

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How much of emerging market turmoil is a strong dollar story?

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On the economics of the Google Android case

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