Credit Writedowns
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Europe
More Color on Japanese Capital Flows and the Euro
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Why the Italian crisis won’t see Italy leave the euro just yet
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Calling bullsh$t on the concept that Italy isn’t a victim of the euro
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Why the European sovereign debt crisis is back on
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Geopolitical (and market) risks because of US policy and the Fed
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The myth of Franco-German friendship
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Are we in the midst of another global growth slowdown?
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A “large current account surplus makes you strong in good times, but weak in bad”
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Tariffs, vendor financing and beggar thy neighbor trade policy
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The Irish Border and Magical Realism
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