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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?

The ECB will act to avoid a deflationary spiral

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On Latvia and Ireland as austerity models

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Links: 2013-04-30

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Enrico Letta’s Italy

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Slovenia cut to junk by Moody’s; outlook negative

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On the Italian Prime Minister’s view of austerity

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On why the German EU positions will change after the German General Elections

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Links: 2013-04-29

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Spain: Running from the Bulls?

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Links: 2013-04-27

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