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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?

Links: 2010-03-16 – More on Lehman’s accounting fraud

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Strategic default: In come the waves again

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Japan – Defying Gravity?

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Gallup: Obama’s approval at new low because of 12% Republican approval

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Is China in a bubble blow-off top like Japan post-Plaza accord?

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Chart of the Day: US Financial Conditions Index at 32-month high

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Links: 2010-03-15 – Sovereign credit ratings, China and protectionism

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Serious Problems Emerge For The F-UK-DE Group of Countries

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Michael Lewis and Wall Street’s Doomsday Machine

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US Dollar Tone Improves as Market Awaits Results from EU Fin Min, FOMC Tomorrow

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