Political Economy – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

What’s your model on how real GDP grows durably?

Ugly

Tax and spend, crony capitalism and the peasant revolt

European coronavirus update and its implications

How to think about the GameStop saga

Musings on initial claims, the US economy and Tesla as year end draws near

Contextualizing the horrible jobless claims numbers

Big miss on jobs numbers

Good claims number. Now awaiting the jobs figure

Pre-inaugural fiscal relief unlikely