Bronze – Page 6 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Are the tales about a Goldilocks economy and the worries about recession conflicting narratives?

Trump’s unreliability increases Germany’s commitment to the EU

An update on the Trump plan to get the Europe to buy US LNG and block Nord Stream 2

Monetary and fiscal space will be very limited in the next US downturn

Merkel called her Interior Minister’s bluff aka Germany is more stable than people think

Unilateral German action on the border is a game changer in Europe

The politics of the German refugee crisis

A brief note on the political crisis at the Fed

The low-hanging fruit of macro investing

Asylum, economic migration and exploitation