Credit Writedowns
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Credit Writedowns
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2012
Links: On declining corporate earnings, technology, and the US economy
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More thoughts on yield ceilings on euro zone sovereign debt
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The ECB’s interest rate threshold: sovereign bond ceiling caps
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FHA’s 30x leverage on mortgages is creating a new “subprime” market
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FHA’s 30x leverage on mortgages is creating a new "subprime" market
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Has the Great Rebalancing already started?
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Chart of the day: Nominal Effective Exchange Rates
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Food price inflation now visible in China
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Canada is not the model
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Chart of the day: Breakdown of 1 trillion euros in European bank NPLs by country
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