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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?

Links: 2018-04-08

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China cannot use its Treasury holdings as leverage. Here’s why

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Links: 2018-04-07

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China risks a ‘Minsky Moment’

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Weak jobs report puts a dampener on the Fed’s increasingly hawkish policy stance

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Links: 2016-04-06

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Inflation is building and the Fed will react: DiMartino Booth

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Has the dollar bottomed against the yen?

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Jobless claims up to 242,000, expectations are still for 4.0% unemployment

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Links: 2018-04-05

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