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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?

Is the US shutdown bullish or bearish?

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Europe: Italy’s call for a stimulus – structural reform trade-off will happen

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Jobless claims suggest US GDP growth is peaking

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Reaching for yield: HY spreads positively correlated to treasury yields

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Links: 2013-10-02

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On the US government shutdown

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Links: 2013-09-30

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QE: Exit-path implications for collateral chains

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On the economic consequences of the politics in the US, Germany and Europe

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Links: 2013-09-26

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