rebalancing – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

If we don’t understand both sides of China’s balance sheet, we understand neither

How might a China slowdown affect the world?

What does a “good” Chinese adjustment look like?

Europe on the mend and China decelerating

Russia and China’s challenge to US hegemony

On wage growth in US and Japan and China’s shadow lending

The impact of reform on growth in China

George Magnus: We should take the emerging markets volatility seriously

The politics of adjustment

Should current-account surpluses in the Eurozone be reduced?