Credit Writedowns – Page 5 – 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?

When will central banks lose control of bond markets?

Explaining my shift in tone briefly

Thinking about the blowoff top

Vaccine hopium or light at the end of the tunnel?

A reckoning in the EU and more on US yield curve steepening

Shades of 2018 as steepening yield curve great for banks, not tech

Bullish economic thoughts and the three yield curve outcomes

Weak jobs data highlight the economic impact of pandemic

Jobless claims show US coast is clear except for mutations

Epidemiological tail risk in an era of missing price signals