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?
Why the euro crisis will happen again and Italy will be involved
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Trump is just a conventional politician who uses over-the-top bluster, NAFTA edition
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What will policy normalization mean for credit markets (wonkish)
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Canada’s soft lumber and dairy are easy targets for Trump’s ‘America First’ strategy
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Why Macron is a risky bet for France and for Europe
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Why the March 2017 jobs report won’t change the Fed’s strategy
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Jobless claims and ADP data positive ahead of jobs report
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Water desalination as the cure for shortages
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Why the Fed minutes show the FOMC moving toward Bullard and balance sheet shrinkage
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Why the Fed was talking to big money investors, leading to a major leak
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