Credit Writedowns – Page 46 – 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?

More evidence that the Fed will accelerate its timetable in 2019 as it did in 2018

More on the impact of bear steepening on risk assets

US situation: Conflict with China and Russia plus turmoil domestically

Jobs report makes December rate hike a lock, raises chance of four hikes in 2019

On the yield curve’s bear steepening in a period of cyclically low credit spreads

Credit Writedowns Daily Newsletter 2018-10-03

Briefly, how to think about Italy over the longer-term

Italy stands out as a weak spot in yesterday’s bullish PMI and ISM data

More on the post-crisis political economy

The SEC’s Tesla solution mimics my own but there is work to be done