Credit Writedowns – Page 121 – 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 U.S. economy is doing well

Economic and Market Themes: 2014-10-27 US, Europe and China

QE will end, GDP growth expected at 3.0%, deflator at 1.4%

Economic and market themes: 2014-10-24 Technology earnings, Chinese housing and European hopelessness

The unsustainable market for housing in Central London

Banks, Japanese trade, the currency wars and deflation

The roots of the Italian stagnation

Does The Secular Stagnation Theory Have Any Sort of Validity?

Apple, IBM and Amazon

Economic and market themes: 2014-10-20 Inflation, Fed reaction function, Amazon, Apple