Credit Writedowns – Page 92 – 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?

The yield curve is still flatter than at anytime since the last recession

Jobless claims are at their lowest level in 44 years

Personal income data shows the US economy on track

ISM Manufacturing Index at 57.7

More on underconsumption and the end of excess demand

Proof that the global economy is re-accelerating

Three charts which show the Fed is tightening aggressively

The divergence in equity and credit markets

This is the biggest takeaway from the US GDP report

How long will US consumer demand keep up?