Credit Writedowns – Page 97 – 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?

Tuning out political hysteria in the US

In defense of the Fed’s rate hike campaign

China: Choosing More Debt, More Unemployment, Or Transfers

The unwinding of the carry trade of the British pound sterling

Donald Trump and the return of Rockefeller Republicanism

Some initial thoughts on Trump’s victory

Demographics are driving wages lower, which is negative for investment returns

Monetary policy is at the end of the line

Upbeat macro thoughts as Fed’s Jackson Hole Symposium begins

Re-calibrating our thinking about Brexit after MPC rate cut