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sectoral balances
Chart of the day: Goldman does US sectoral balances
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Government deficits are the biggest driver of elevated corporate margins
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Chart of the day: US household debt-to-income versus debt servicing cost ratios
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My Comments on Spiegel’s Post on How Monetary Policy Threatens Savings
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On optimism in the face of deflationary crisis responses, part 2
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Chart of the Day: Public deficits and private savings in the euro zone
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More on the euro disaster and current account imbalances
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The euro disaster is about more than just current account imbalances
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Why can’t people understand national accounting?
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Chart of the Day: Australian Credit Growth Has Collapsed
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