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?
Links: 2010-03-30 – Irish banks and muni downgrades
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Roach: GD II awaits if China bashing rhetoric turns into protectionism
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Do non-recourse loans become recourse in the new mortgage plan?
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Americans are now back to the overconsumption norm
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Three reasons analysts have rose-coloured glasses on Chinese bubble
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A further definition of terms
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Long Dollar Liquidation Featured
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Links: 2010-03-29 – Using central bank reserves as a slush fund
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Links: 2010-03-28 – JP Morgan pulling a Hunt Brothers and deficit doves and hawks
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Mauldin: What Does Greece Mean to You?
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