Credit Writedowns – Page 9 – 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?

Two alternative takes on the recession and on coronavirus

Lessening credit distress and a jobless claims surge

The business cycle and credit, defaults, and bankruptcies

Sanguine about the near term but concerned about future trends

Continued high jobless claims, no stimulus and coronavirus

No stimulus, no problem?

David Rosenberg and the corona crisis as a depression

Economic downshift sinking in?

An update on momentum stocks as a secular stagnation play

Jobless claims remain dangerously elevated