Credit Writedowns
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Economy
Economic and market themes: 2014-11-21 US, oil, Japan, and China
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The global growth slowdown and troubles with oil and commodities
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Thoughts on Japan’s new recession
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The eurozone is still in a bad way
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Gavyn Davies on slow wage growth, household debt, and equity prices
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US hourly earnings disappoint… again and thoughts on Japan
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Home prices since 1870: No price like home
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The U.S. economy is doing well
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Banks, Japanese trade, the currency wars and deflation
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The roots of the Italian stagnation
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