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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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