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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?

Negative free cash flow in Europe, slowing in China and the US, scandal in Spain, and telecom consolidation

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Tech links: 2013-07-13

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Links: 2013-07-13

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The euro crisis is not over, Portuguese edition

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The impact of T-Mobile’s new strategy on TMT

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I like Microsoft’s new corporate strategy but execution is key

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The wastefulness of automation

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The housing appraisers warned us about the crisis but we didn’t listen

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Policy makers everywhere willing to reflate if necessary

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India: reserves declining, record outflows from bonds and shares

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