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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?

CW daily: Immigration driving populism in Europe, US jobs numbers, Tesla tapping Asian debt markets

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Central banks: Running out of ammunition in the next downturn

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The hidden message in Tesla’s earnings call

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Government deficits as a source of corporate profits, US-China trade war impact on Germany, update on autos and Turkey

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The Bank of England’s decision to raise rates as akin to the ECB’s 2011 hike amid crisis

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Atlanta Fed GDPNow tracker at 5.0% for Q3

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A deeper dive into Apple’s quarterly earnings report

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Labelling US monetary policy tight, the weak link in Apple’s earnings and Koch vs Trump

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Open question: why is the Trump Administration “bashing Canada”?

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Evidence of market expectations for a Fed rate hike pause or reversal in 2019 or 2020

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