Jobs – Page 2 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Divided government, stimulus anxiety and Covid-19

The Macro Themes That Matter, Part 2, Mea Culpa Double Dip Edition

Lessening credit distress and a jobless claims surge

Continued high jobless claims, no stimulus and coronavirus

David Rosenberg and the corona crisis as a depression

Economic downshift sinking in?

Jobless claims remain dangerously elevated

Get while the getting is good (and more on jobless claims)

The US labor market is deteriorating

Thoughts on my September and October thesis playing out