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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?

On China, Protectionism and Trade and Other Links

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The Price Of Power

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Is High and Increasing Government Debt to GDP a Sign of Malinvestment?

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Shockingly Weak Retail Sales–Risk Taken Off

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Correction or Consolidation?

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Comstock: The Dire Outlook For Housing

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Taleb: Debt Problems Are Worse Now Than in 2008

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Forexblog – Q&A on Macroeonomics, FX and all the Rest of It

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Demographics and the Macroeconomic Environment

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Markets Without Guardrails

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