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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?

Water and mergers and acquisitions

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Some thoughts on water and climate change

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The latest poor numbers coming out of the auto sector

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Quick thought on how jobless claims matter

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Was it right to be on recession watch in 2016?

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The US economy is doing OK right now

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Brexit is more important politically than it is economically

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Subprime auto delinquency rate at highest level since financial crisis

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Did the Greek bailout money go to ‘liquor and women’?

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Jobless claims up somewhat to 258,000 in week to 18 March 2017

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