credit – Page 4 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

When market contagion occurs, this is how it will happen

Signals of slowing

The mess in Portugal is negative for debt sustainability

A brief mental model for thinking about monetary policy and resource misallocation

Jensen: How long bonds could actually outperform equities

If we don’t understand both sides of China’s balance sheet, we understand neither

Did lending by foreign banks really cause the Greek debt crisis?

Grexit is much closer than we think

More on Greek Tax Anticipation Note IOUs

Institutions’ negotiating stance now untenable