Credit Writedowns
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German rectitude versus peripheral profligacy and other tales of morality
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Snail Trail Vortex
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Banks, Japanese trade, the currency wars and deflation
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Economic and market themes: 2014-10-20 Inflation, Fed reaction function, Amazon, Apple
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Zero rates, resource misallocation, and shale oil
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The German view of the Euro crisis
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Deleveraging, What Deleveraging? The 16th Geneva Report on the World Economy
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Rising global debt levels will trigger the next crisis
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Country by country macro update, part 2, September 2014
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Is the ECB doing QE?
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