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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?

Pensions: NJ raises assumed return, transfers management to beneficiaries

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The Significance of the US – South Korea Trade Agreement

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Links 2018-03-28

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The yield curve has now flattened into the danger zone

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Facebook and the regulation of privacy

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Chinese officials are not acting like there’s a trade war

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Cleveland Fed President Mester: Flat yield curve does not signal weakness

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The euro area’s deepening political divide

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Links: De-dollarization, top down US policy and the new Cold War

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Links: China tariffs, Italy, monetary offset and midterm turnout

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