Credit Writedowns
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Credit Writedowns
Browsing yearly archive
2018
The credit cycle is now turning down. Here’s the evidence and the vulnerability
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Credit Writedowns is back!
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The credit cycle is now turning down
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Expect political trench warfare as the economy slows
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Countdown to inversion: US Treasury curve flattening has resumed
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Is Trump’s goose cooked on the economy?
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More on the meltdown in oil (and a cut in oil capex)
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Predicting the political economy for the 2020 US presidential election
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Confirming a second global growth slowdown as Trump tries to consolidate power
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The bear market in crude
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