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Credit Writedowns
Browsing yearly archive
2018
US situation: Conflict with China and Russia plus turmoil domestically
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Jobs report makes December rate hike a lock, raises chance of four hikes in 2019
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On the yield curve’s bear steepening in a period of cyclically low credit spreads
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Credit Writedowns Daily Newsletter 2018-10-03
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Briefly, how to think about Italy over the longer-term
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Italy stands out as a weak spot in yesterday’s bullish PMI and ISM data
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More on the post-crisis political economy
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The SEC’s Tesla solution mimics my own but there is work to be done
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My thoughts on the global economy after a week away
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Why the US upswing will endure and how this business cycle ends
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