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Credit Writedowns
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February 2019
GDP growth surprise, jobless claims and the second referendum debate
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May has admitted she could delay Article 50. What comes next?
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Random musings about populism and work
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The rebellion against no-deal Brexit and recession in Europe
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Minotaurs, Baumol’s Disease, Brexit and my bone to pick with Albert Edwards
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Some thoughts on Lyft’s IPO
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The coming earnings recession
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“Trump unchained” moves on to border security and Europe
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More on retail sales, plus Amazon, Facebook and the national emergency
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How to interpret rising claims and the horrible retail sales figures
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