video – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

NAFTA talks contentious, but China will be even more difficult

The march higher in US interest rates will continue

The Economics of Rising Populism

This market correction reduces the risk of over-tightening

Some thoughts on the Walmart minimum pay increase

We are in the most dangerous period in the business cycle

Some thoughts on full employment and this asset-based economic recovery

More on why Trump’s woes aren’t driving markets

Trump is just a conventional politician who uses over-the-top bluster, NAFTA edition

Why the Brexit risk is now higher, not lower