2018 – Page 23 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Update on the US jobs data

Currencies to own as recession takes hold

Merkel called her Interior Minister’s bluff aka Germany is more stable than people think

Playing the yield curve

GDPNow still near 4%, showing Q2 likely to be a monster quarter

Unilateral German action on the border is a game changer in Europe

The politics of the German refugee crisis

A brief note on the political crisis at the Fed

The low-hanging fruit of macro investing

Continued economic expansion and curve flattening dominate US data flow