Market reaction to the FOMC meeting.
More on the Black Swan guy.
A new paper reopens (and in my opinion concludes) the credit discussion (have banks actually decreased lending during the crisis). In a similar vein, Menzie Chinn reports of a July NBER working paper that attempts to separate the demand and finance shocks during the crisis.
The credit crisis book guide from Paul Pedrosky- note that you can see my short reviews of some of the books in his list in here and here.
Yves Smith summarizes and discusses a wide range of views (and articles) on the Fed's latest move.
For the Fed skeptic: Yves Smith explains how low Treasury rates might be reducing repos while Mish Shedlock argues Fed lending could be crowding out private lending.
Credit vertigo- what I'd just call uncertainty.
More on the Black Swan guy.
A new paper reopens (and in my opinion concludes) the credit discussion (have banks actually decreased lending during the crisis). In a similar vein, Menzie Chinn reports of a July NBER working paper that attempts to separate the demand and finance shocks during the crisis.
The credit crisis book guide from Paul Pedrosky- note that you can see my short reviews of some of the books in his list in here and here.
Yves Smith summarizes and discusses a wide range of views (and articles) on the Fed's latest move.
For the Fed skeptic: Yves Smith explains how low Treasury rates might be reducing repos while Mish Shedlock argues Fed lending could be crowding out private lending.
Credit vertigo- what I'd just call uncertainty.
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