consumers – Page 2 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

More on underconsumption and the end of excess demand

This is the biggest takeaway from the US GDP report

How long will US consumer demand keep up?

The Importance of China’s New VAT

The Fed’s reaction function and why I am not talking about US recession yet

Thoughts on Japan’s new recession

Economic and Market Themes: 2014-10-27 US, Europe and China

Private credit overhangs and the business cycle

Upbeat cyclical trends are juxtaposed to underlying financial fragility

Europe: A plan to boost economy by cutting taxes