Friday, October 17, 2008

Reads of the day

The Black Swan guy is stating the obvious after all (risk managers were really bad)

Brad DeLong goes over how the US tried to tackle the crisis in half a dozen ways for the past one and a half years.

The seen and the unseen of Fed policy (and a bit of Bastiat)

I have my cab driver index of economic indicators, but here is a better one: the mailman index

Estimating the damage in credit stress

Simple hedge fund outflow model

The scariest hour on Wall Street

August TIC data shows that the dollar rally in that month was not supported by inflows

Brad Setser looks at Treasury and agency holdings of foreign central banks (and does some more Fed balance sheet analysis)

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