Must- and Shall-Reads: Zoltan Poszar: A Macro View of Shadow Banking: Levered Betas and Wholesale Funding in the Context of Secular Stagnation Ken Rogoff: “Europe needs to be much more generous in permanently writing down debt and, even more urgently, in reducing short-term repayment flows. The first is necessary to reduce long-term uncertainty; the second … Continue reading Things to Read on the Afternoon of February 4, 2015