United States – Page 39 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

European, Japanese, and Ukrainian-Russian deflation

Economic and market themes: 2014-03-28

Policy-induced market overvaluation is building, will end badly

The big disconnect between leverage and spreads

Interest rates and deflation

Markets dismiss the risk of higher rates inhibiting growth

Treasury market shifts as market prepares for rate “normalization”

Economic and market themes: 2014-03-21

The move from QE to forward guidance has always been about normalizing policy

Grokking upside scenarios in Crimea