2016 – Page 4 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Negative interest rates are just a tax on reserves that lowers net interest margins

The German current account surplus requires deficits elsewhere

The titillating and terrifying collapse of the dollar. Again.

A few comments on Helicopter Money

Job growth is slowing, so when will the Fed hike rates?

Democratic values in the EU and the rise of the German right wing

Bill Gross on helicopter money and Universal Basic Income

Where would the US be today without the shale stimulus?

The Importance of China’s New VAT

The Bank of Japan’s inaction and the Fed’s tightening bias with GDP slowing