private portfolio preferences – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Why quantitative easing and negative interest rates will fail

Tail risk zero bound dynamics are driven by credit risk, not interest rates

Divergence in ECB and Fed rate regimes will drive portfolio shifts

More on why the Fed is going to taper and rely on forward guidance

How the United States gets deflation and becomes the next Japan

The Economy in the United States and the United Kingdom

US small and medium-sized banks hit by interest rates

On US equities’ multiple expansion

Going for Broke

The Fed changing private portfolio preferences through Quantitative Easing