Daily – Page 28 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The Fed is reacting to slowing global growth, not asset markets

How to think about deficit spending by a sovereign government

China’s slowdown and emerging consensus for global recession

China’s ‘Minsky Moment’ and an inevitable second referendum

Sliding toward a no-deal Brexit and a US recession?

An update on Brexit as German GDP growth wanes

Three economic policy debates

The border wall and the Fed’s reaction function

The oil bull market, IPO freeze, weak UK data and preventing no-deal Brexit

Some comments on the shutdown, Fed policy and the markets