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?
Donald Trump the risk taker, trade war edition
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Donald Trump the risk taker, confirmation bias edition
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More on the coming trade war with China
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Black Swan Investing and the breakup of Europe
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Policy divergence, the strong dollar and trade war with China
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Why should the Trump Administration issue 50-year bonds?
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Supply-side economics likely to dominate Trump’s economic agenda
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The dollar bull market will eventually break something
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Upbeat about the near-term, dubious on the longer-term
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A short squeeze in government bonds?
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