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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?

The Eurozone Bailout – Are We Still Standing?

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Economics 101 on government budget deficits

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Links: 2010-05-13 Best oil spill article and Housing-fuelled divorce in China

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BBH CurrencyView: Calmer Market Has Returned, US Dollar Is Mixed

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Stat of the Day: California now in top ten for highest government default probabilities in the world

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Eurozone slowdown coming; can the Euro survive?

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A blow off in bullion? Not so fast

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Bob Janjuah: In an era of the destruction of fiat money: Euro to parity, Gold to $1500

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Links: 2010-05-12 Spain gets religion on austerity

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Post EU/IMF Euphoria Continues to Recede but Market Stays Calm

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