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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?

The US corporate tax cut debate

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Calling bullsh$t on the concept that Italy isn’t a victim of the euro

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Fed still on track to hike rates next month

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Italy means risk-off yes, but contagion will remain limited

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I have joined Patreon. Please support me there

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Why the European sovereign debt crisis is back on

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Some quick thoughts on the North Korea summit collapse and Chinese trade

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Why now is the time to start thinking about the next recession

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Adam Smith and the meaning of high profit margins at Google and Facebook

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Powell to emerging markets: you’re on your own

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