The Credit Writedowns Newsletter

Share this post

I am a true believer in the economic re-acceleration thesis now. Here's why

pro.creditwritedowns.com

I am a true believer in the economic re-acceleration thesis now. Here's why

Edward Harrison
Apr 18, 2019
2
2
Share this post

I am a true believer in the economic re-acceleration thesis now. Here's why

pro.creditwritedowns.com

Real quick here today, since I'm supposed to be on Holiday. The data out this morning in the US were extremely bullish in my view. And, as I've been saying April data would make or break the economic re-acceleration thesis, I am finally going to tip my hand and go all in on the bull side.

Here are the datasets from today:

  • Initial jobless claims: 192k vs 2…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2023 Global Macro Advisors
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing