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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?

Six topics I am following which will impact economy and markets (part one)

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General Motors is proof that slashing wages isn’t the ticket to profitability

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The global growth slowdown is accelerating

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More on the US Treasury yield curve inversion and widening bond spreads

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The US treasury yield curve has inverted

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Updating the global economic outlook for the China-US trade war pause

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Tepper: The Myth of Capitalism – my review

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The Fed minutes and concerns about the pace of rate hikes

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Recapping Powell and reasons why the Fed might pause as oil falls below $50 a barrel

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Powell’s comments weren’t that different from Clarida

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