Markets – Page 40 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Dollar Broadly Weaker As Fed Keeps Punch Bowl In Place

This chart on housing is a big deal

QE Tapering, MBS volatility, and convexity hedging via Treasuries

Evidence mounts that China has escaped the worst of emerging markets rout

Tapering, Chinese stabilization, European recovery, Japanese investors

U.S. house price affordability is very sensitive to interest rates

Gross and Hatzius: Jobs report below expectations, Fed will taper anyway

Distortions are evident in the U.S. mortgage market

Corporate profits: In the long run, valuation means everything

Yield Bubble Intact and Inflating