The Credit Writedowns Newsletter

Share this post
Epidemiological tail risk in an era of missing price signals
pro.creditwritedowns.com

Epidemiological tail risk in an era of missing price signals

Edward Harrison
Feb 1, 2021
7
Share this post
Epidemiological tail risk in an era of missing price signals
pro.creditwritedowns.com

The title of the post is supposed to marry what's happening on the pandemic front with what's happening in financial markets. The gist is that, in a world where unexpected levels of economic resiliency has been the norm, we should wonder why it makes sense to think too much about downside risks. I am going to try and frame the picture without making too…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2022 Global Macro Advisors
Privacy ∙ Terms ∙ Collection notice
Publish on Substack Get the app
Substack is the home for great writing