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Credit Writedowns
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malinvestment
My comments on MMT’s job guarantee idea
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The 2012 Blind Side: China’s Housing Bust
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Stephen Roach on the IMF bailout, Chinese banks and US consumers
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How do we know that China is overinvesting?
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China: Continued Boom or Bursting Bubble?
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Manufacturing inflation in a wage deflationary environment
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Jim Chanos: China has tons of contingent debt via state-owned enterprises
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Monetary Policy and the Future of China
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Big in Japan
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Some predictions for the rest of the decade
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