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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?
Links: High yield, retail apocalypse, Tesla and more
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Are we in the midst of another global growth slowdown?
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US curve flattening as Fed doves grow more hawkish
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A “large current account surplus makes you strong in good times, but weak in bad”
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Tariffs, vendor financing and beggar thy neighbor trade policy
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Central bank tightening during a global growth slowdown as the curve flattens
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Links: Market volatility is here to stay
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Links: Trump enraged at Mueller investigation
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Countercyclical capital buffers as the Fed’s third tightening channel
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Links: 2018-04-09
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