Credit Writedowns
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Credit Writedowns
Goodbye to Credit Writedowns
Risks to growth and inflation helping keep long rates down
What’s your model on how real GDP grows durably?
Syriza and the French indemnity of 1871-73
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Greek debt swap, dollar weakness and Denmark’s intervention struggles
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The financial crisis end game
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Revisiting Greek negotiating positions and more comments on capex and interest rates
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Thoughts on the economic effects of the reduction in capex from the energy sector
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Why quantitative easing and negative interest rates will fail
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The convergence to zero continues, favouring Anglo-Saxon government bonds
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Negotiating strategies and political constraints regarding Greece
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Negative yields, quantitative easing, currency wars, and reflexivity
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The Danish krone problem
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