Housing – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

How transitory is transitory, housing edition?

ECB’s reversal, covenant lite vulnerability, and delinquent mortgages

Will the Fed throw the market a bone tomorrow?

Some thoughts on today’s market slump in hike probabilities, utilities, oil plus the rout in Sydney, Melbourne, and Vancouver

The Fed minutes and concerns about the pace of rate hikes

Recapping Powell and reasons why the Fed might pause as oil falls below $50 a barrel

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

Forget about $100 oil and disregard the non-farm number too. Watch housing

The flight to safety even includes Italian sovereign debt now, as US housing market feels Fed tightening

100-year storm as market groups break below 50- and 200-day daily moving averages