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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?

Credit growth remains the weakest link in Eurozone recovery

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The Dollar Rides High against Majors, while Emerging Markets Recover

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Links: 2013-08-28

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Italy is the Weak Link in Europe

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“The people can always be brought to the bidding of the leaders”

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Shiller: Risk of a weakening housing market

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India: rupee in freefall, stagflation setting in, risks of sovereign downgrade and investor panic rising

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Central bankers, unsustainable Imbalances and the crisis in emerging markets

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Chart of the day: U.S. Treasury losses in perspective

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Fed to QE-Exit Whacked Emerging Markets: Drop Dead

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