credit growth

It has been 3 months since our year end macro wrap and 2019 outlook “Farewell 2018: Welcome 2019”. So, let’s see where we are: Starting with the US: The 2018 fourth-quarter GDP report (which was delayed due to the partial...

The market feels really bad..and the feeling is correct. A lot of people have tried to give it a name: A bear? A roiling bear in a cyclical bull? A pull back? A correction. No matter what you call it,...