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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?

McCulley – After the Crisis: Planning a New Financial Structure

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ECRI Leading Economic Index at 42-week Low; Recovery is already fading

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Does Barry Ritholtz Mack It in a 911 GT3?

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Apple is screwing it up

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Spanish Banks, Credit Crisis in Europe and other links

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Asian Central Banks Thought to Have Sold Dollars

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Dollar Races Higher

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CajaSur nationalization makes fragility of Spain’s banks topical

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Euro: Is Move From May 10th Over? If So, then What?

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Bob Janjuah: "the Fed goes… QE… If bond markets do revolt… we will then very quickly be ALL OUT!! Cheers, Bob"

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