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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?

Ten ways to spot a bubble in China

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Links: 2010-03-23 – Angela Merkel in the spotlight and more on China

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Lehman Scandal: Where’s the Follow Up?

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The Eurozone is unworkable in its present state

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BBH CurrencyView: Choppy, Largely Range-Bound Activity Continues

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Anticipating Eurozone collapse

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Where will all the new jobs come from?

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Links: 2010-03-22 – Hugh Hendry, Simon Johnson and Alan Greenspan

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End ‘Too Big to Fail’ in 2 Easy Steps

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The Transitional Year: Bullish cyclical and bearish secular forces

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