2015 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

The Saudis as the driving surplus oil producer

The Fed rate hike and the potential for US recession

Thinking about the Third Avenue fund freeze as BNP Paribas from 2007

Despite the Fed’s rate rise, the convergence to zero continues unabated

When market contagion occurs, this is how it will happen

Commodities complex worsening

Signals of slowing

Asset allocation in a period of wealth mean reversion

Jobs report means multiple hikes may be coming to a slowing US economy

The faltering US economy, currency wars and the Fed