Credit Writedowns – Page 81 – 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?

No, the Treasury curve isn’t flattening because the ECB and BoJ are ‘printing money’

Places to avoid for commercial real estate investment

Technology shares priced for perfection

Corporate tax cuts and monetary offset could mean recession

Market jitters and fake liquidity in leveraged loans and high yield

The economic acceleration in Europe underpins global growth

Why the flattening yield curve doesn’t worry me yet

No recession until at least late 2018

First piece of data that tells you the US economy is humming

Let me tell you why I’m still worried before detailing the positive economic data