Credit Writedowns
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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?
EU Flags the Risk of Debt Snowballs in Southern Europe – Irony or Tragedy?
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Chile Upgrade By Moody’s Highlights Divergence Within Emerging Markets
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Spain in the Cross Hairs
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Alpha Creditor Revaluations in the 1930s versus the 2010s
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Grantham’s comments on the Australian housing time-bomb and other links
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Dollar Firmer, Euro Remains Resilient As Officials Deny Bailout Rumors
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Brazil Real is Rich, Might Get Richer
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BP Downgraded All the Way to BBB By Fitch and Other Links
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Euro Resilient In Face of Weak European Data
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PIMCO on British National Solvency
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