credit – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The Macro Themes That Matter, Part 3, Markets Edition

Lessening credit distress and a jobless claims surge

Worries about a retail investor-led speculative mania

BBB fallen angels and fake ETF liquidity

The credit cycle is now turning down. Here’s the evidence and the vulnerability

The credit cycle is now turning down

A quick note on the Sears bankruptcy

Why the US upswing will endure and how this business cycle ends

The situation in China as the trade war with the US beckons

The financial transmission of housing bubbles: Evidence from Spain