Credit Writedowns
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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?
Yield Bubble Intact and Inflating
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Indonesia: Falling Behind the Curve
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Chart of the day: QE3 has been ineffective in growing credit in the US
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More on P/E ratios and whether this market is cheap
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On the Microsoft – Nokia merger
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Chart of the day: Emerging Market Currencies and Local Currency Debt
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Raghuram Rajan to face impossible choices as India’s new central banker
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Links: 2013-08-30
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On market vulnerability, profits, p/e ratios and the S&P500
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Links: 2013-08-29
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