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Credit Writedowns

Finance, Economics, and Markets

Pre-market: Goldman on how the Fed creates the next recession

Housing Is Not A Bubble, Therefore It’s A Bargain?: DiMartino Booth

Lael Brainard speech echoes Powell in hawkish Fed policy shift

The Fed’s emergency powers will make QE using municipal bonds attractive

The Great American Pension Crisis is right around the corner

McKinsey: Consumer demand growth is critical for productivity and investment

Pension Crisis: Former California state controller warns about CalPERS

Fed minutes: How interest income creates a problem for Fed tightening

James Montier: The Advent of a Cynical Bubble

What Jeremy Grantham is not telling you about a US stock market bubble