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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?

Fed’s securities purchases blunt the impact of convexity hedging

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Mobile is driving merger mania and consolidation in the TMT space

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Money markets are not benefiting from rising interest rates

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Links: 2013-06-13

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Asset-price fuelled boom gives way to global rout in equities led by Japan and EM

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Links: 2013-06-12

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NSA scandal’s threat to the cloud computing business model

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When will the rise in US mortgage rates hit consumer demand?

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Greece’s failed privatization, Europe’s potential recovery and Abenomics

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Links: 2013-06-11

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