2018 – Page 26 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Jobs number puts four hikes on the table. Watch for QT increase and curve flattening

Tariffs could result in a global recession

Jobless claims are still pointing to US expansion

Why the Italian crisis won’t see Italy leave the euro just yet

No, the Fed hasn’t lost control of overnight rates. Zoltan Pozsar is wrong.

Service sector job growth peaked almost two years ago

Since job gains peak mid-cycle, don’t expect the jobs report to throw the Fed off course

More on why Italy is not yet a threat to the economy or markets

The US corporate tax cut debate

Calling bullsh$t on the concept that Italy isn’t a victim of the euro