Gold – Page 4 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Market shift to bear steepening as important as regime shift under Powell

More evidence that the Fed will accelerate its timetable in 2019 as it did in 2018

More on the impact of bear steepening on risk assets

Jobs report makes December rate hike a lock, raises chance of four hikes in 2019

On the yield curve’s bear steepening in a period of cyclically low credit spreads

Briefly, how to think about Italy over the longer-term

The SEC’s Tesla solution mimics my own but there is work to be done

Bear steepening, the Fed reaction function, and a 2019 crunch for marginal debtors

Handicapping the logic behind predictions for a recession by 2020

Why I am more worried about Europe than the US