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Introduction
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Macroeconomic Outlook
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- 1 Introduction
- 2 Monetary tightening
- 3 Macroeconomic outlook
- 4 Chinas tentacles
- 5 Targeting model
- 6 Taylor rule
- 7 Monetary policy
- 8 Forecasting
- 9 Limits of central bank power
- 10 How long does it take
- 11 Yields
- 12 Tail risk
- 13 Oil prices
- 14 Emerging market politics
- 15 US as a source of risk
- 16 US credibility
- 17 Nonperforming loans
- 18 Debt service