China – Page 3 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Trying something different: on the economic re-acceleration thesis and other topics

Airbus and Boeing are signing economic suicide pacts with Beijing

Framework for trading the coming dollar liquidity crisis

Can a slowing China tip a stall-speed US into recession?

China’s slowdown and emerging consensus for global recession

China’s ‘Minsky Moment’ and an inevitable second referendum

What Is GDP in China?

Wait until crisis for the dollar, expect 2019 curve inversion, plus other predictions

Cold War 2.0, a broken Germany and a US Federal Reserve at the crossroads

Six topics I am following which will impact economy and markets (part one)