Credit Writedowns – Page 83 – 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?

Trump’s working class sellout, tactical nuclear weapons, government shutdown, tax reform and immigration

Quick thoughts on the failure of Fed-engineered unemployment

On the coming failure of Trump’s tax plan

The failure of the Trump presidency

The limits of monetary policy in today’s fiat currency world

Understanding what a neutral macro-economic policy looks like

Some thoughts on full employment and this asset-based economic recovery

An anecdote on the German housing bubble

How the Fed handles financial stability is key to avoiding a crisis

US economic growth still in the 2ish% channel