inflation expectations – Page 3 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The Era of Kakistocracy

Zero rates are now killing regional bank profits… as predicted

Is it inflation or negative real rates that matter now for investors?

The Fed, the interest income channel and net interest margins

QE wouldn’t have made any difference because lower rates won’t fix the economy

On JPM’s Dimon’s still unassailable position and Facebook as the new Yahoo

Daily commentary: On the lower US nominal GDP growth numbers and the Fed

Quick thoughts on Fed policy and the potential for QE

The BOJ Surprises, Weakens Yen

The Fed’s definition of “clarity” is not like yours or mine