Credit Writedowns – Page 812 – Finance, Economics, and Markets

Credit Writedowns

Finance, Economics, and Markets

Goodbye to Credit Writedowns

Risks to growth and inflation helping keep long rates down

What’s your model on how real GDP grows durably?

Extend and pretend and the growing divide between delinquencies and foreclosures

Former Citi Chairman in favor of re-imposing Glass-Steagall

Is the U.S. dollar carry trade replacing the one in Japanese yen?

Case-Shiller shows further improvement in U.S. house prices

Bill Gross: “almost all assets appear to be overvalued on a long-term basis”

Links: 2009-10-27

Hayek: “I am not only against inflation but I am also against deflation.”

A conversation with Stephen Roach on Charlie Rose

Understand the Fed’s balance sheet

Is Citi being forced to downsize by Obama?