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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?

U.S. auto sales plummet: everyone down over 30%

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Byron Wien: Ten Surprises for 2009

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Deutsche Bank: Loan losses will double in 2009

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Video: Andrew Barry says stay away from treasuries

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Links: 2009-01-05

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Another take on the treasuries bubble

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Russia: playing chicken with Ukraine over natural gas

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Links: 2009-01-03

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The $103,000 shack: a perfect explanation of why housing is a mess

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Stephen Roach: “Rates can go to unusually low levels for much longer than people think”

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