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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?

Rosenberg thinks U.S. market may Test March lows

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Both initial claims and continuing claims now pointing to recovery

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Links: 2009-05-18

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Links: 2009-05-16

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Sheila Bair talking to Bloomberg’s Al Hunt

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Clarifying press inaccuracies to help clean up the banking system

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Insurance companies now feeding at the TARP trough

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Marc Faber on passing the baton to emerging economies

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Links: 2009-05-15

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Bedtime reading: 2009-05-14

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