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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?

The PBoC can’t easily raise interest rate

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Dollar Mixed As Market Consolidates, Risk Appetite Pared Back

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Subversive Economists

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Are the Wikileaks a Pentagon papers event and other links

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Risk On Trading Picks Up Ahead Of Case-Shiller Report

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Household Net Worth – Back to the Old Normal

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James Montier does MMT

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Chart of the Day: Home Builder Stocks and New Home Sales

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Is Brazil Overheating?

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On Wikileaks’ Afghanistan War Diaries And Other Links

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