The Credit Writedowns Newsletter

Share this post

Re-opening, the pandemic and a potential double dip

pro.creditwritedowns.com

Re-opening, the pandemic and a potential double dip

Edward Harrison
Jun 24, 2020
7
Share this post

Re-opening, the pandemic and a potential double dip

pro.creditwritedowns.com

This is going to be a relatively short post (I hope). My aim is just to bring together all of the thinking from my recent posts into one shorter narrative. And I'm hoping I can do that successfully here. So, here goes

Pre-lockdown economy

When 2020 started, despite a brief yield curve inversion in the US in 2019, signaling a potential recession ahead, the…

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