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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 oil bull market, IPO freeze, weak UK data and preventing no-deal Brexit

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Some comments on the shutdown, Fed policy and the markets

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Brexit: Why Article 50 revocation is now on the table for Britain

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British MPs have voted to stop a no-deal Brexit

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Market recovery but expect volatility to remain

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Credit Writedowns 2019 Outlook, Part 2 – Brexit

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Despite perception Powell was dovish, the yield curve remains super-inverted

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Some thoughts on today’s 312,000 jobs added to the economy

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Powell, Bernanke and Yellen offer a strong rebuke of Trump

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Growth downshift warning as Apple’s guidance downgrade trumps mixed data

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