Credit Writedowns
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Credit Writedowns
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2019
Ever closer union and euroscepticism
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The dollar liquidity squeeze and Germany’s weak real economy
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Positive thoughts on my return from Germany and London
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The end of global co-operation among liberal democracies
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Our over-reliance on monetary policy is the problem
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The Fed overtightened. Now it’s behind the curve. Recession awaits
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Why my base case for 2020 is recession
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Competitive currency devaluation and the currency war
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The trade-currency war will crystallize downside risks
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Trade war escalation highlights downside economic risks
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