Credit Writedowns – Page 102 – 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?

Despite the Fed’s rate rise, the convergence to zero continues unabated

When market contagion occurs, this is how it will happen

Commodities complex worsening

Signals of slowing

Asset allocation in a period of wealth mean reversion

Jobs report means multiple hikes may be coming to a slowing US economy

The faltering US economy, currency wars and the Fed

The mess in Portugal is negative for debt sustainability

The Fed’s reaction function and why I am not talking about US recession yet

A brief mental model for thinking about monetary policy and resource misallocation