2020 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Musings on initial claims, the US economy and Tesla as year end draws near

Pegging market and economic trends

Laying Out The Bullish Case

Contextualizing the horrible jobless claims numbers

Big miss on jobs numbers

Good claims number. Now awaiting the jobs figure

Pre-inaugural fiscal relief unlikely

Coronavirus and initial claims bogeys ahead of schedule

Europe double dips as the US expands

Double dip is now the base case for the US as well as the global economy