Credit Writedowns
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Credit Writedowns
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2021
Goodbye to Credit Writedowns
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Risks to growth and inflation helping keep long rates down
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What’s your model on how real GDP grows durably?
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Do inflation expectations even matter anymore?
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The Death of the US Treasury Bond Vigilante
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US jobs report fails to reinforce tapering narrative; bad news is good news
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ADP and claims data show US employment progress
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The macro crystal ball: macro framing and historical antecedents
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Where were claims at this point in the last cycle?
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How transitory is transitory, housing edition?
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