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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?

Fannie reports $171 billion in non-performing loans

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Black Swan Sighting

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US Jobless claims decline in latest week

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Judge stops BofA deal with the SEC

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Night time reading: 2009-08-05

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Morgan Stanley’s V-shaped recovery is my W-shaped double dip

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Services ISM survey falls indicating no recovery

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ADP report shows 371,000 jobs lost

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News from around the web: 2009-08-05

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Stephen Roach sees a W-shaped recovery for China

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