Credit Writedowns – Page 4 – 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?

Some reasonably bullish thoughts on the fourth US wave

Jobless claims under pre-pandemic peak for first time

European coronavirus update and its implications

Covid-19 waves, EM canaries, and large cap tech optionality

On the Fed’s playing chicken with the bond vigilantes

Short-covering in Treasuries and a third wave in Europe

Three Market Narratives

The return of the reverse radical recovery

The US economy firing on all cylinders? Hardly

Some forward-looking views on the economy and bonds