Credit Writedowns – Page 80 – 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?

Eurozone winners and losers

Some brief thoughts on the fragile geopolitical environment

The eurozone is fully recovered from the sovereign debt crisis

2018 begins during a synchronized global economic boom

Jobless claims data positive, no US slowdown evident

The Fed has been and probably will be more hawkish than you think

Yellen: The relationship between the slope of the yield curve and the business cycle may have changed

Minsky’s financial instability hypothesis and the Fed’s reaction function

As the Fed meets, expect expansion through 2018, but problems thereafter

We are in the most dangerous period in the business cycle