coronavirus – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Context for my bullish outlook in the US

European coronavirus update and its implications

Vaccine hopium or light at the end of the tunnel?

A reckoning in the EU and more on US yield curve steepening

Epidemiological tail risk in an era of missing price signals

ADP data point to downside economic risk in US

Musings on initial claims, the US economy and Tesla as year end draws near

Contextualizing the horrible jobless claims numbers

Good claims number. Now awaiting the jobs figure

Pre-inaugural fiscal relief unlikely