quantitative easing – Page 10 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Housing bubbles in Sweden and Germany and the over-reliance on monetary policy

QE: Exit-path implications for collateral chains

BOJ’s aggressive QE has brought JGBs to negative real yields

More on the Fed’s haphazard move to forward guidance over QE

Tapering and the shift from QE toward forward guidance

QE Tapering, MBS volatility, and convexity hedging via Treasuries

Gross and Hatzius: Jobs report below expectations, Fed will taper anyway

Some initial thoughts on the US Jobs report, the Fed’s reaction function and tapering

Distortions are evident in the U.S. mortgage market

Chart of the day: QE3 has been ineffective in growing credit in the US