Credit Writedowns – Page 45 – 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?

Bank earnings, rising mortgage rates, what strategists say about the selloff, and “dangerous undercurrents” in the global system

Why the ten-year’s hitting 3.25% has spooked asset markets

100-year storm as market groups break below 50- and 200-day daily moving averages

Some thoughts on the impact of $100 oil on the US, Europe, Japan and EM

Asian firm confidence at 3-year low as Singapore and India drive wealth gap

An Italian banking crisis and mark-to-market rules

Income inequality as a sovereign rating input, Italy flouting EU fiscal rules

On the Kavanaugh nomination battle and partisanship

How Trump remade the Republican Party in his image

Market shift to bear steepening as important as regime shift under Powell