Credit Writedowns 2019 Outlook, Part 1 - US Politics
|Jan 3, 2019|
Happy New Year!
I've been thinking about what will be different in 2019 than 2018 and I wanted to run my thoughts by you on a number of different topics. And because I've discussed some of my thinking about the outlook for the markets and the economy a lot in recent weeks, I thought I would lead with politics, specifically US politics.