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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?

Barack Obama as Herbert Hoover

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Links: 2009-04-14

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In transit

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A conversation with Robert Caro on Charlie Rose

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Green Shoots over Thin Ice

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Massive debt issuance in the U.S. and elsewhere

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The Fake Recovery

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Liquidity

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Wells profit forecast is a clear bullish sign

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Chinese to start settling trade in Yuan

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