Credit Writedowns 2019 Outlook, Part 1 - US Politics

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.

Framing the Trump i…

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