Gold – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The convergence to zero trade is back

What the Fed needs to do this week to assuage the bond market

The coming earnings recession

Framework for trading the coming dollar liquidity crisis

How markets will behave given central banks are still too tight

Central banks are still too tight

Despite perception Powell was dovish, the yield curve remains super-inverted

The yield curve is now super-inverted

The yield curve is steepening again. Here’s what it means.

Why this could have been the Fed’s last rate increase