Markets – Page 8 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The flight to safety even includes Italian sovereign debt now, as US housing market feels Fed tightening

Global bond markets are pointing to risk-off, particularly regarding Italy

A quick note on the Sears bankruptcy

Why the ten-year’s hitting 3.25% has spooked asset markets

Some thoughts on the impact of $100 oil on the US, Europe, Japan and EM

An Italian banking crisis and mark-to-market rules

More on the impact of bear steepening on risk assets

On the yield curve’s bear steepening in a period of cyclically low credit spreads

Briefly, how to think about Italy over the longer-term

Bear steepening, the Fed reaction function, and a 2019 crunch for marginal debtors