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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?

Portfolios must shift as US corporate profitability falls

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Weekly: Monti and Rajoy force Europe into true EuroTARP

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Data show that the synchronised global slowdown is accelerating

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The Fed cannot save the day

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Germany is a first class passenger on the Euro Titanic

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Links: On price stability, mobile competition and the European crisis

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Daily: Europe moving from smaller bailouts plus austerity to bigger bailouts plus austerity lite

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Full text: Moody’s downgrades firms with global capital markets operations

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Daily: Does Microsoft have its mojo back?

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The ECB’s Bagehot Rule Policy

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