Credit Writedowns – Page 105 – 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?

The transformation of China as marginal buyer of last resort to exporter of deflation worldwide

US growth in 2-3% range is dollar bullish but EM bearish

More on king dollar and EM (and shale producer) vulnerability

Did lending by foreign banks really cause the Greek debt crisis?

King dollar and the global economy

Variable geometry and the choice of default within the eurozone or Grexit revisited

The coming Greek bank nationalization, bail-in and privatization

Variable geometry bites back: Schäuble’s motives

The new European Union

The Greek capitulation puts nationalism centre stage