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Credit Writedowns
Browsing yearly archive
2020
Two alternative takes on the recession and on coronavirus
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Lessening credit distress and a jobless claims surge
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The business cycle and credit, defaults, and bankruptcies
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Sanguine about the near term but concerned about future trends
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Continued high jobless claims, no stimulus and coronavirus
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No stimulus, no problem?
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David Rosenberg and the corona crisis as a depression
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Economic downshift sinking in?
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An update on momentum stocks as a secular stagnation play
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Jobless claims remain dangerously elevated
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