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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 psychology of economic forecasting

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Ken Lewis points the finger at Bernanke and Paulson

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Initial claims hit lowest in 5 months, continuing claims hit record

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Links: 2009-06-11

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When will the U.S. recover?

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Roubini’s RGE Monitor: Threat of ‘Asia-Style Crisis’ in Eastern Europe

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Morgan Stanley: Recession will ‘end by mid-to-late summer’

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Is the GM section 363 bankruptcy plan really a stealth re-organization plan?

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Repayments will make banks weaker and could lead to more failures

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Links: 2009-06-10

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