deflation – Page 7 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

1930

Japan: Yen upside risk on deflation threat

Long-term interest rates are a series of future short-term rates

The prospects for inflation have not been smaller since 1930

Debt is the Problem and Private Debt is Even More of a Problem

US real 10 year yields at record 225bpt discount to JGBs

Government tax coercion versus fiat money liberty

Notes from a Private Briefing with the Bank of Japan

Gundlach: “It’s very difficult to move forward with a debt-based economic scheme”

QEIII: Why Not (!?)