Political Economy – Page 2 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Coronavirus and initial claims bogeys ahead of schedule

Europe double dips as the US expands

Double dip is now the base case for the US as well as the global economy

Rotation toward value, Covid-19 spikes and electoral disputes

Addendum on divided government

Divided government, stimulus anxiety and Covid-19

Double dip is now the base case for the global economy

Shutdowns and double dips

The Macro Themes That Matter, Part 2, Mea Culpa Double Dip Edition

The Macro Themes That Matter, Part 1