Credit Writedowns – Page 188 – 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?

On secular bear markets and more on the primacy of monetary policy

Not all government deficits are created equal

How to Think About Government Debt and Deficits: Don’t Think of an Elephant

Housing bubbles in Sweden and Germany and the over-reliance on monetary policy

Today’s European crisis trilemma is reminiscent of interwar Europe

Links: 2013-10-21

The Investment Climate in Six Points

The ABS market is back in business again

Links: 2013-10-18

This simple trading strategy points to rationale for currency wars