Credit Writedowns – Page 8 – Finance, Economics, and Markets

Credit Writedowns

Finance, Economics, and Markets

Goodbye to Credit Writedowns

Risks to growth and inflation helping keep long rates down

What’s your model on how real GDP grows durably?

Rotation toward value, Covid-19 spikes and electoral disputes

Addendum on divided government

Divided government, stimulus anxiety and Covid-19

Double dip is now the base case for the global economy

Shutdowns and double dips

The Macro Themes That Matter, Part 3, Markets Edition

The Macro Themes That Matter, Part 2, Mea Culpa Double Dip Edition

The Macro Themes That Matter, Part 1

Scalability and the K-shaped recovery

Chinese GDP, European double dip and Norway as the model