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28 ноября 2018, 22:34

Powell’s comments weren’t that different from Clarida

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The Powell speech is over and the stock market is up on the back of it because people interpreted his comments as dovish. Was it though? It depends on where you're coming from. The post Powell’s comments weren’t that different from Clarida appeared first on Credit Writedowns Pro.

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28 ноября 2018, 18:26

Let’s unpack Clarida’s comments while we wait for Powell

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Fed Vice Chairman Richard Clarida gave a speech just yesterday on future monetary policy called "Data Dependence and U.S. Monetary Policy". Let's look at what he had to say as we await Chairman Powell's own speech today. The post Let’s unpack Clarida’s comments while we wait for Powell appeared first on Credit Writedowns Pro.

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28 ноября 2018, 14:25

Trump is making it harder for the Fed to ease

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Trump's bellyaching about the Fed is only harming him. It serves no useful purpose. If he thinks it's a veiled threat, he's wrong. The post Trump is making it harder for the Fed to ease appeared first on Credit Writedowns Pro.

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28 ноября 2018, 04:24

The credit cycle is now turning down. Here’s the evidence and the vulnerability

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I started this post six days ago. But, I couldn't get it sorted because of the holiday and my need to start the blog site up again. That blog site thing and some maintenance issues at home were a real time suck. So let me give you an abbreviated version of what I initially intended […] The post The credit cycle is now turning down. Here’s the evidence and the vulnerability appeared first on Credit Writedowns Pro.

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28 ноября 2018, 02:40

Credit Writedowns is back!

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I am separating the free blog Credit Writedowns site from the paid newsletter site. The post Credit Writedowns is back! appeared first on Credit Writedowns Pro.

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24 ноября 2018, 19:29

Hello world!

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Welcome to Credit Writedowns Pro Sites. This is your first post. Edit or delete it, then start blogging!

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23 ноября 2018, 19:04

The credit cycle is now turning down

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I am now stuffed with Turkey after days sitting around eating for the Thanksgiving holiday here in the US. Today is Black Friday, the biggest day of the year for retail sales. And so it makes sense to write this newsletter post today.  I have had this post teed up since Monday. But I just […] The post The credit cycle is now turning down appeared first on Credit Writedowns Pro.

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23 ноября 2018, 19:04

The credit cycle is now turning down

  • 0

I am now stuffed with Turkey after days sitting around eating for the Thanksgiving holiday here in the US. Today is Black Friday, the biggest day of the year for retail sales. And so it makes sense to write this newsletter post today.  I have had this post teed up since Monday. But I just […]

Выбор редакции
23 ноября 2018, 19:04

The credit cycle is now turning down

  • 0

I am now stuffed with Turkey after days sitting around eating for the Thanksgiving holiday here in the US. Today is Black Friday, the biggest day of the year for retail sales. And so it makes sense to write this newsletter post today.  I have had this post teed up since Monday. But I just […] The post The credit cycle is now turning down appeared first on Credit Writedowns Pro.

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16 ноября 2018, 20:24

Expect political trench warfare as the economy slows

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This was me in October: The right narrative here is that the Republicans will lose very badly. And so, expect gridlock, political trench warfare, in the US starting in 2019. That’s going to be a significant factor controlling how well the US government responds to crises, including a recession. Re-read that post in its entirety. […]

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16 ноября 2018, 20:24

Expect political trench warfare as the economy slows

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This was me in October: The right narrative here is that the Republicans will lose very badly. And so, expect gridlock, political trench warfare, in the US starting in 2019. That’s going to be a significant factor controlling how well the US government responds to crises, including a recession. Re-read that post in its entirety. […] The post Expect political trench warfare as the economy slows appeared first on Credit Writedowns Pro.

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15 ноября 2018, 23:20

Countdown to inversion: US Treasury curve flattening has resumed

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The bear steepening from late August was a head fake. We went from about 18 basis points between the 2- and the 10-year on August 27th to 34 on October 10th. That's when the equities market threw a tizzy as the ten-year reached the 3.25% threshold. And just as when, we had a similar dynamic […]