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Credit Writedowns
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Context for my bullish outlook in the US
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Vaccine hopium or light at the end of the tunnel?
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A reckoning in the EU and more on US yield curve steepening
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Shades of 2018 as steepening yield curve great for banks, not tech
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Good claims number. Now awaiting the jobs figure
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The policy world we live in and its implications
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Signals to watch as crucial fall season approaches
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Five important macro themes on my mind today
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Are we in recession already?
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We’ve had the relief rally already. What’s next?
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