Credit Writedowns
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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?
Musings on initial claims, the US economy and Tesla as year end draws near
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Pegging market and economic trends
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Laying Out The Bullish Case
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Contextualizing the horrible jobless claims numbers
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Big miss on jobs numbers
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Good claims number. Now awaiting the jobs figure
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Pre-inaugural fiscal relief unlikely
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Coronavirus and initial claims bogeys ahead of schedule
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Europe double dips as the US expands
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Double dip is now the base case for the US as well as the global economy
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