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Credit Writedowns
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2018
Fed still on track to hike rates next month
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Italy means risk-off yes, but contagion will remain limited
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I have joined Patreon. Please support me there
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Why the European sovereign debt crisis is back on
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Some quick thoughts on the North Korea summit collapse and Chinese trade
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Why now is the time to start thinking about the next recession
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Adam Smith and the meaning of high profit margins at Google and Facebook
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Powell to emerging markets: you’re on your own
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Geopolitical (and market) risks because of US policy and the Fed
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Chart of the day: Real average hourly earnings
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