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Credit Writedowns

Goodbye to Credit Writedowns

Risks to growth and inflation helping keep long rates down

What’s your model on how real GDP grows durably?

Turkey’s retaliation, China’s falling currency, wage growth and market power, and coming policy mistakes

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The squeeze on UK wage earners and the global tightening in monetary liquidity

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The potentially widening EM crisis and Turkey’s alliance with Russia and China

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Trade wars with China, Canada, how this expansion collapses, Tesla and Google

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Uk high street job losses, Brexit supply shock, and signs of bubbles popping in techland

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The crisis in Turkey is worsening, foreign currency debt defaults in view

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Trump Unchained: Turkey, China, and North Korea

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More on Amazon’s coming assault on retail using Whole Foods as its brick and mortar extension

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On the SEC investigation into Tesla and the potential ‘this is fraud’

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The Turkey currency crisis, Tesla’s $360 conversion price, severe weather patterns, Amazon’s Whole Foods play

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