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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?

More on the oil oversupply and OPEC’s lost swing production dominance

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US credit growth is decelerating across a variety of areas

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US jobs numbers come in high enough to prompt Fed rate hike

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Tomorrow’s jobs number would have to terrible to prevent a Fed hike

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Oil drops below $50 a barrel on oversupply

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Some thoughts on systematic central bank policy errors

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Great risk to Turkey as relations with Germany sour

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The US trade deficit is at a five-year high

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The coming Fed hike and the problems with its communication

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Financial conditions have eased enough to get the Fed to hike in March

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