Credit Writedowns – Page 101 – Finance, Economics, and Markets

Credit Writedowns

Finance, Economics, and Markets

Goodbye to Credit Writedowns

Risks to growth and inflation helping keep long rates down

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

We are not in recession right now

How this business cycle ends due to credit writedowns

Why I am now officially on recession watch

CORRECTION: Jobs data actually did peak in 2015, implications negative

More on Fed rate hikes and the potential for US recession in 2016

RBS: The bears have killed Goldilocks

Is there a US Goldilocks scenario possible for 2016?

The Saudis as the driving surplus oil producer

The Fed rate hike and the potential for US recession

Thinking about the Third Avenue fund freeze as BNP Paribas from 2007