Credit Writedowns – Page 62 – 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?

What the latest jobs report says about the US economy

Greenback’s Inability to Rally on Strong Employment Report is Noteworthy

Jobs number puts four hikes on the table. Watch for QT increase and curve flattening

Tariffs could result in a global recession

Jobless claims are still pointing to US expansion

Why the Italian crisis won’t see Italy leave the euro just yet

No, the Fed hasn’t lost control of overnight rates. Zoltan Pozsar is wrong.

Service sector job growth peaked almost two years ago

Since job gains peak mid-cycle, don’t expect the jobs report to throw the Fed off course

More on why Italy is not yet a threat to the economy or markets