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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?
Fink: Government shutdown will result in lower equities and lower rates
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Links: 2013-10-17
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Few short-term consequences from the shutdown and debt ceiling impasse
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Attention Shifts from US Fiscal Policy to Monetary, Pushes Dollar Lower
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An explanation of forward policy guidance at the Federal Reserve
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US retail sales are slowing
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Links: 2013-10-16
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US growth on track once the debt ceiling impasse is overcome
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Dollar Little Changed; No Default Tomorrow even without Agreement
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Links: 2013-10-15
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