Sitemap - 2018 - The Credit Writedowns Newsletter
More on the steepening yield curve and deteriorating credit conditions
What to make of the best one-day percentage gain for US stocks in over nine years
The Trump Presidency is collapsing
The Fed acts as Credit Writedowns predicted. Here's why and what to expect.
Will the Fed throw the market a bone tomorrow?
A No-deal Brexit is tantamount to Britain's unilateral repudiation of the Good Friday Agreement
More on the resiliency of the US economy
Wait until crisis for the dollar, expect 2019 curve inversion, plus other predictions
An update on Brexit after May wins confidence vote
Theresa May's saving grace is the ticking clock on Brexit
Handicapping potential outcomes in the Brexit saga
Cold War 2.0, a broken Germany and a US Federal Reserve at the crossroads
Six topics I am following which will impact economy and markets (part two)
Six topics I am following which will impact economy and markets (part one)
General Motors is proof that slashing wages isn’t the ticket to profitability
The global growth slowdown is accelerating
More on the US Treasury yield curve inversion and widening bond spreads
Updating the global economic outlook for the China-US trade war pause
Tepper: The Myth of Capitalism - my review
The Fed minutes and concerns about the pace of rate hikes
Recapping Powell and reasons why the Fed might pause as oil falls below $50 a barrel
Powell's comments weren't that different from Clarida
Let's unpack Clarida's comments while we wait for Powell
Trump is making it harder for the Fed to ease
The credit cycle is now turning down. Here's the evidence and the vulnerability
The credit cycle is now turning down
Expect political trench warfare as the economy slows
Countdown to inversion: US Treasury curve flattening has resumed
Is Trump's goose cooked on the economy?
More on the meltdown in oil (and a cut in oil capex)
Predicting the political economy for the 2020 US presidential election
Confirming a second global growth slowdown as Trump tries to consolidate power
How far is Trump willing to go?
US midterms post-mortem: A divided congress for a divided America
As we head to the mid-terms, what about the economy?
A quick note about the bond market
The jobs number was great, but it's all about the Fed now
Forget about $100 oil and disregard the non-farm number too. Watch housing
More on domestic 'unilateralism'
Hanging on Apple's earnings as the stock market ticks up
A quick note on how 'unilateralism' works domestically
On stagnation in Italy, GE's dividend, the weak yuan, and a rudderless Germany
How the Internet drives polarization
Trump the successful cultural warrior
Merkel will leave a vacuum that nationalism will fill
On the recent market selloff, tech earnings and privacy
Chinese innovation, Tesla's profitability, the migrant caravan and the market plunge
Nationalism vs populism vs thwarting democracy
Global bond markets are pointing to risk-off, particularly regarding Italy
European selloff highlights resumption of US treasury bear flattening
Using technology to phase out human workers
EU expansion to 27 members altered the EU radically
Greens have replaced the SPD in Germany and something Putin and Juncker appear to agree on
China's doubling down on command-style economic governance as growth wanes
The euro was always controversial: What Eurobarometers say about the EU's legitimacy (part two)
What Eurobarometers say about the EU's legitimacy (part one)
The disintegration of legitimacy in western democracies
Lyft subscription plan is the future of ride hailing
Trump's amoral stance on Saudi, Sears' potential liquidation and a bearish fund manager survey
Watch Congress on Saudi not Trump, and look at China as the key to climate change
The post-Kavanaugh midterm narrative is wrong
Key takeaways from yesterday's election in Bavaria
A quick note on the Sears bankruptcy
More on Trump's accomplishments and the gender divide in voting for him
More on bank earnings, the threat to democracy and playing with authoritarian ideology
Why the ten-year's hitting 3.25% has spooked asset markets
100-year storm as market groups break below 50- and 200-day daily moving averages
Some thoughts on the impact of $100 oil on the US, Europe, Japan and EM
Asian firm confidence at 3-year low as Singapore and India drive wealth gap