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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?

Can external pressure precipitate change in a command economy like China?

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Sterling, Antipodeans Lead Foreign Currencies Higher vs. US Dollar

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Links: 2010-03-17 – China, Lehman and more

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Chart of the Day: Financial, Household and Government Debt-to-GDP ratios

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Stat of the Day: Home loan delinquencies going bad faster than fixes

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Whitney: The housing market surely will double dip

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Wall Street vs. Main Street: Recessions and Depressions

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US Criticism Of China to Intensify

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Waiting For Something To Turn Up: Europe’s Looming Pensions-based Sovereign Debt Crisis

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And From Berlin Down to Beijing, Can’t You Just Hear Those Factories Hum?

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