Forecasts – Page 3 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Black Swan Investing and the breakup of Europe

Upbeat about the near-term, dubious on the longer-term

Re-calibrating our thinking about Brexit after MPC rate cut

Why Britain might not leave the EU and the next Prime Minister could be female

The downside risks introduced by the UK Brexit referendum

Why I’m on US recession watch despite 2% growth

Expansions that didn’t die in their beds but were murdered by the Federal Reserve

Multiple Fed officials now signalling rate hikes

Job growth is slowing, so when will the Fed hike rates?

Fed policy in an election year of slowing growth