monetary policy – Page 7 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Playing the yield curve

A brief note on the political crisis at the Fed

The Fed’s fourth 2018 rate hike: proof positive of my accelerated timetable warnings

The Fed’s dot plot and the case for a 4th hike in the June policy statement

My June 2018 Fed meeting preview

How the jobs report and Fed comments support more aggressive policy and curve flattening

Jobs number puts four hikes on the table. Watch for QT increase and curve flattening

Tariffs could result in a global recession

No, the Fed hasn’t lost control of overnight rates. Zoltan Pozsar is wrong.

Since job gains peak mid-cycle, don’t expect the jobs report to throw the Fed off course