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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?

Geopolitical risks as Trump cleans house

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The return of regional inequality: Europe from 1900 to today

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More on renewed curve flattening and Fed overtightening

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Post-market: JGBs, Treasuries and a global growth slowdown as Trump consolidates power

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Pre-market: Goldman on how the Fed creates the next recession

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Post-Market Commentary: Tillerson, Tariffs and Trouble

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The Fed model and shocks to the price of credit (wonkish)

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Rosengren: Fed is prepping market for accelerated hike timetable

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Housing Is Not A Bubble, Therefore It’s A Bargain?: DiMartino Booth

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Chart of the day: Average hourly earnings, 1998-2018

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