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?
Bill Gross: The bond bear actually began 18 months ago, after the Brexit vote
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Proof that bonds are moving more because of the Fed than China
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It’s the booming economy driving bond prices down, not Chinese selling
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On China, Japan and the Eurozone’s determining US interest rates
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Gundlach vs Gross: Here’s how a bond bear market starts
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Galbraith: The Fed is like the little Dutch boy with the finger in the dike
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Job openings may have peaked in the US
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Consumer credit: largest gain in 16 years and well ahead of expectations
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Demographics are adding to lower US growth
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Growth in non-farm payrolls peaks mid-cycle
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