Credit Writedowns – Page 264 – Finance, Economics, and Markets

Credit Writedowns

Finance, Economics, and Markets

Goodbye to Credit Writedowns

Risks to growth and inflation helping keep long rates down

What’s your model on how real GDP grows durably?

Last jobs report before election: US recovery weak but the job situation improving

Daily: Slew of economic data suggests global growth is slowing somewhat less rapidly

The Federal Reserve cannot create permanent wealth through quantitative easing

Daily: continued problems in Europe, earnings surprises, and Apple’s declining loyalty

The Fiscal Cliff and Corporate Margin Mean Reversion

When the Growth Model Changes, Abandon the Correlations

Full text: Moody’s places Canadian banks on review for downgrade

Government deficits are the biggest driver of elevated corporate margins

Daily: Apple’s margins will continue to decrease

The Case Against Apple