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Credit Writedowns

Goodbye to Credit Writedowns

Risks to growth and inflation helping keep long rates down

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

The coronavirus is crushing supply chains and is a major threat to the global economy

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The nightmare scenario is now playing out for the US Democratic Party

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More thoughts on the Democratic Primary and today’s Zeitgeist

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The downside risks from coronavirus are mounting

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Sanders’ Socialism vs Crony Capitalism

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Millennials’ openness to socialism and more on a brokered convention

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A brokered Democratic convention and the faltering European economy

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How the Fed aims to prevent the next financial crisis using the Standing Repo Facility

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German chancellor in waiting quits, Fedspeak comments, Repo thoughts, and economic bullishness

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Jobs report confirms health of US economy and gives a boost to Trump

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