Credit Writedowns
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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?
Pesek: Asia is de-coupling
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Bernstein: What kind of recovery are we going to get?
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BofA, Citi, Wells and GMAC biggest losers in stress test leaks
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Almost all biggest subprime lenders have received bailout money
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China warns that the west’s quantitative easing is inflationary
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Links: 2009-05-06
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Grantham: go with high quality and hedge against inflation
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When Giants Fall: No green shoots here
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Bernanke expects recovery later this year
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Services sector still contracting, but shows more new orders
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