monetary policy – Page 47 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Banks benefiting from “taper” on both sides of the balance sheet

Fed’s Lacker: Growth Sluggish, Fine with Tapering

Krugman is right about the market reaction to the Fed’s tapering

QE, the expectations fairy and other bedtime stories

Banks can benefit from steeping yield curve though headwinds remain

Serious turbulence in Emerging Markets as assets re-price globally

Ten Big Issues Affecting Global Markets

The biggest worry in the global economy now is emerging markets, particularly China

Full analysis: The Fed will not raise rates until at least mid-2015

Fed’s securities purchases blunt the impact of convexity hedging