The Credit Writedowns Newsletter
Edward HarrisonA newsletter about finance, economics, markets, and technology
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 433 | Subscribers | Read | pro.creditwritedowns.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Goodbye to Credit Writedowns
Good morning everyone,
Risks to growth and inflation helping keep long rates down
As I write this, the US 10-year Treasury bond is yielding 1.457%, well under the trading range it had established during this quarter. And there are a lot of theories as to why this is happening. I want to spell out how I'm thinking about t...
What's your model on how real GDP grows durably?
Quick note here to follow up on the macro crystal ball post I wrote a couple of weeks ago (link here for subs). Michael Msika over at Bloomberg had a piece out on the return of capex powering the next rally. And for me it connected a lot o...
Do inflation expectations even matter anymore?
We got a big CPI print today, 5.0%. That's above expectations. And, we saw a mild uptick in US Treasury bond yields on the back of the number. But I am wondering whether it really matters. Let me explain.
Authors
The writers behind this newsletter.
Edward Harrison is the Credit Writedowns founder.
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