monetary policy – Page 20 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The Fed rate hike and the potential for US recession

Despite the Fed’s rate rise, the convergence to zero continues unabated

Jobs report means multiple hikes may be coming to a slowing US economy

The faltering US economy, currency wars and the Fed

A brief mental model for thinking about monetary policy and resource misallocation

Oil capex, resource misallocation and the global growth slowdown

Willem Buiter, monetary dominance and the convergence to zero

Chinese devaluation crisis has limited US impact so far

Chinese currency and US monetary policy as the deflationary environment continues

Bearish signals: Yield curve flattens, spreads widen, China devalues as Fed prepares hikes