Credit Writedowns – Page 59 – 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?

Monetary and fiscal space will be very limited in the next US downturn

The next emerging markets crisis is now: Turkey as a canary in the coalmine

Update on the US jobs data

Currencies to own as recession takes hold

Merkel called her Interior Minister’s bluff aka Germany is more stable than people think

Playing the yield curve

GDPNow still near 4%, showing Q2 likely to be a monster quarter

Unilateral German action on the border is a game changer in Europe

The politics of the German refugee crisis

A brief note on the political crisis at the Fed