Credit Writedowns
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Credit Writedowns
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Economics
Central bankers, unsustainable Imbalances and the crisis in emerging markets
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QE, the expectations fairy and other bedtime stories
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China: How much capital investment is optimal?
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How QE works and what this means for asset prices and credit
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Excess German savings, not thrift, caused the European crisis
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Portugal’s Japanese Problem
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How bond market vigilantes force rates higher
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Why the Reinhart-Rogoff paper was flawed right from the start
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On Japan’s widowmaker trade and Reinhart and Rogoff
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US small and medium-sized banks hit by interest rates
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