Credit Writedowns
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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?
Geopolitical (and market) risks because of US policy and the Fed
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Chart of the day: Real average hourly earnings
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The US has not reached full employment yet
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Why I’m not an emerging markets bull
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The biggest jobs report takeaway is the growth in non-farm payrolls
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Preparing your portfolio for recession in a flattening curve environment
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The procyclical forces behind the Fed’s rate hike train
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The myth of Franco-German friendship
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Further thoughts on the march higher in US interest rates
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Looking past slowing global growth
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