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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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