2019 – Page 12 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Framework for trading the coming dollar liquidity crisis

Some insights into (declining) US economic health

How markets will behave given central banks are still too tight

I have joined Real Vision

The Fed is reacting to slowing global growth, not asset markets

Powell’s Mao Moment

How to think about deficit spending by a sovereign government

Can a slowing China tip a stall-speed US into recession?

Central banks are still too tight

China’s slowdown and emerging consensus for global recession