Markets – Page 21 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

A short squeeze in government bonds?

The unwinding of the carry trade of the British pound sterling

Demographics are driving wages lower, which is negative for investment returns

Upbeat macro thoughts as Fed’s Jackson Hole Symposium begins

UK fiscal and monetary policy offset to kick in, bullish for gilts

RBS: The bears have killed Goldilocks

The Saudis as the driving surplus oil producer

Thinking about the Third Avenue fund freeze as BNP Paribas from 2007

Despite the Fed’s rate rise, the convergence to zero continues unabated

When market contagion occurs, this is how it will happen