Credit Writedowns – Page 40 – 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?

Let’s unpack Clarida’s comments while we wait for Powell

Trump is making it harder for the Fed to ease

The credit cycle is now turning down. Here’s the evidence and the vulnerability

Credit Writedowns is back!

The credit cycle is now turning down

Expect political trench warfare as the economy slows

Countdown to inversion: US Treasury curve flattening has resumed

Is Trump’s goose cooked on the economy?

More on the meltdown in oil (and a cut in oil capex)

Predicting the political economy for the 2020 US presidential election