interest rates – Page 29 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The euro crisis: Muddling through, or on the way to a more perfect euro union?

Intersection of real economy, monetary tightening and credit froth means volatility

On an ECB tax on reserves, QE and other easing

Risk for Greece and European periphery from Ukraine crisis escalation mounts

Policy-induced market overvaluation is building, will end badly

The big disconnect between leverage and spreads

Interest rates and deflation

Markets dismiss the risk of higher rates inhibiting growth

Treasury market shifts as market prepares for rate “normalization”

The move from QE to forward guidance has always been about normalizing policy