The Credit Writedowns Newsletter

Share this post
The full-on pandemic, the full re-opening, and the Exponential Age
pro.creditwritedowns.com

The full-on pandemic, the full re-opening, and the Exponential Age

Edward Harrison
May 6, 2021
6
1
Share this post
The full-on pandemic, the full re-opening, and the Exponential Age
pro.creditwritedowns.com

I am trying to figure out how to position this post for you because I have a few things on my mind. Let me start off with the most salient point: from a macroeconomic and market perspective, it's been quiet. There's almost no real news flow. Yes, we had a historically low pandemic initial jobless claims number in the US today. And we have a blockbuster …

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