Credit Writedowns – Page 286 – 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?

Zero rates have created a dangerous risk seeking return mentality

The Fed’s zero rate policy is toxic for US household interest income

The high yield bond market looks overheated in the US

EC green light to Rajoy’s fiscal plans makes Spanish sovereign bailout more likely

Europe looks cheap if the ECB pulls out the unlimited backstop bazooka

Can China avoid a hard landing?

On the faltering auto sector GDP assist and also on Spain’s coming sovereign bailout

Ireland: in the land of the blind the one-eyed man is king

The euro zone’s manufacturing contraction is now driven by Germany

Draghi’s comments about the ECB doing “whatever it takes” are irrelevant