2017 – Page 13 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

More on underconsumption and the end of excess demand

Proof that the global economy is re-accelerating

Three charts which show the Fed is tightening aggressively

The divergence in equity and credit markets

This is the biggest takeaway from the US GDP report

How long will US consumer demand keep up?

Underconsumption and the end of excess demand

What will Trump say about Chinese manipulation at the SOTU address?

The re-nationalization of eurozone lending

A few comments on the end of secular stagnation