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Credit Writedowns
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fiscal
The Risks of Pro-Cyclical Policy
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Albert Edwards: First the meltdown, then the melt-up
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What is pro-cyclical fiscal policy?
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Large new deficits will alarm the Fed and precipitate tightening
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Will the US Government Shut Again? What to Watch
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How to front-run market reaction to the US government’s 2018 $1 trillion bond issuance
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The government versus the central bank: monetary policy as the only game in town
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Why the downside risks of Brexit are mounting
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Understanding what a neutral macro-economic policy looks like
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Secular stagnation is a policy choice
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