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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?

How’s gold doing?

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US on track for only 1.6% real GDP growth in 2013

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Links: 2013-10-31

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The US criticism of Germany’s economic policy is correct

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Former Bank CEO and Treasury official: Issuing Treasurys isn’t government “borrowing”

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Why the Fed can’t taper

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Links: 2013-10-30

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Understanding QE and the Fed’s predicament on tapering

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Has US retail sales growth peaked?

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Links: 2013-10-29

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