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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 Fed’s financial stability concerns before its June hike

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Why commercial real estate will be central to the next credit bust

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Why talk of a soft Brexit is misplaced

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Secular stagnation is a policy choice

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The economics for populism no longer exist in Europe

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Anarchy in UK politics means lower yields and ends austerity as we know it

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What are credit markets signalling about the US economy?

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On the Fed’s pause due to dual-barrelled monetary tightening

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All politics are local: understanding Trump’s threats and misunderstanding Merkel’s disappointment

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The threat of an overheated German economy

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