Credit Writedowns – Page 60 – 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?

The low-hanging fruit of macro investing

Continued economic expansion and curve flattening dominate US data flow

Asylum, economic migration and exploitation

Europe is in crisis, though it is not making the headlines

Trump Is Actually Right About Chinese Trade

Brinkmanship and the loss of American soft power

The threats to economic growth are rising

The Fed’s fourth 2018 rate hike: proof positive of my accelerated timetable warnings

The Fed’s dual mandate and taking away the punch bowl

The Fed’s dot plot and the case for a 4th hike in the June policy statement