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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 decoupling of Italy from the periphery

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Links: 2013-01-31

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On the need for Spain to formally apply for an OMT-style bailout

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The ECB is losing the currency wars

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On the shock contraction in US GDP

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Links: 2013-01-30

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Going for Broke

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Links: 2013-01-29

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Full text: Moody’s downgrades Canadian banks

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The bullish case for Apple

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