Credit Writedowns – Page 104 – Finance, Economics, and Markets

Credit Writedowns

Finance, Economics, and Markets

Goodbye to Credit Writedowns

Risks to growth and inflation helping keep long rates down

What’s your model on how real GDP grows durably?

If we don’t understand both sides of China’s balance sheet, we understand neither

The Chinese currency crisis: a mental model on catalysts, contagion and vulnerability

Chinese devaluation crisis has limited US impact so far

The Chinese currency devaluation is now a crisis

Chinese currency and US monetary policy as the deflationary environment continues

Do markets determine the value of the RMB?

China’s stock markets and revisiting 2011 predictions

China’s new currency regime virtually guarantees currency depreciation

Bearish signals: Yield curve flattens, spreads widen, China devalues as Fed prepares hikes

China’s outright devaluation is a game changer in the currency wars