monetary policy – Page 56 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Daily: Romney is toast, Apple will have a monster quarter, and QE infinity will fail

Daily: More on QE3 and the Fed’s dovish turn

How Germany can avoid TARGET2 losses if the euro zone breaks up

Stephen Roach: Fed’s Asset Purchases Are A ‘Charade’

Deflationary fiscal versus reflationary monetary: who wins?

Japan Today, Spain Tomorrow

Brief thoughts about being at the zero lower bound when recession begins

Daily: Depressions, stimulus and its effects

The Fed’s selling volatility into the market will force a mispricing of risk

Daily: My thoughts on QE3