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?
The EU as a larger Germany post-Brexit and Hugh Hendry’s Eclectica Fund commentary
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The problem at euro banks
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The British political landscape after the EU referendum
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Leading UK PM Brexit strategies taking shape with May and Leadsom
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UK fiscal and monetary policy offset to kick in, bullish for gilts
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Why Britain might not leave the EU and the next Prime Minister could be female
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The downside risks introduced by the UK Brexit referendum
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Why I’m on US recession watch despite 2% growth
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Expansions that didn’t die in their beds but were murdered by the Federal Reserve
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Multiple Fed officials now signalling rate hikes
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