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A bad week in the markets; where are we headed next?
I'm going to make a change to the week in review post and talk a little bit about the week that was and how the posts from the past week fit into those events. This was a big week of posting and all of the links in this post are from the…
This week’s favourite posts: 2010-05-28
This was a daunting week with equity markets down across the globe. I have the sense that the strength of the recovery is fading – and without some pickup out of the BRICs or via stimulus, we are likely to see a double dip (my baseline…
The Week’s Best Posts: 2010-05-21
Last Week's Most Popular The Sarko Euro Rampage Leak and Maxi Euro Devaluations China: Time to Admit To, Then Douse, Our Inflation Fire MMT: Market discipline for fiscal imprudence and the term structure of interest rates Spain…
The week in review at Credit Writedowns: 2010-05-14
Last Week's Most Popular Stat of the Day: California now in top ten for highest government default probabilities in the world The ECB's nuclear option has its limitations What caused the crash? The Euro: Beware of What You Wish…
The week in review at Credit Writedowns: 2010-05-07
Last week's most popular US GDP growth rate is unsustainable; recovery will fade What caused the crash? The market is crashing right now; Greece is Lehman 2.0 MMT: Hyperinflation in the USA The Age of The Trader…
The week in review at Credit Writedowns: 2010-04-30
Last week's most popular Albert Edwards: Global economy to roll over in six to nine months' time; bearish for shares Thinking about Creditanstalt today Andy Xie: I'll Tell You When Chinese Bubble Is About to Burst The…
The week in review at Credit Writedowns: 2010-04-24
Last week's most popular Bubblicious mortgage deals, Canadian version Liquidity Giveth, Liquidity Taketh – The IMF On International Capital Flows Goldman Abacus AC1 Pitchbook The politics of the Goldman fraud case…
The week in review at Credit Writedowns: 2010-04-17
Most read The origins of the next crisis Why The World Is Headed For A Balance Sheet Recession How strategic defaults are boosting consumer spending More on strategic defaults and retail sales SEC Charges Goldman Sachs…
The week in review at Credit Writedowns: 2010-04-11
New Economic Thinking The Central Bank as “Deal of the Last Resort”? Koo, White, Soros and Akerloff videos from inaugural INET conference Greek Sovereign Debt Crisis Angela Calling Update Angela Calling Galbraith, Stiglitz and…
The week in review at Credit Writedowns: 2010-03-27
Greek Sovereign Debt Crisis From A Greek Debt Crisis To A Eurozone Structural One? Europe puts the loaded gun on the table but no bailout Figaro: France will accept the IMF for Greek bailout Germany: First the penalties, then the…