Credit Writedowns
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Markets
The crashing oil price is now a market crisis problem
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Natural gas and the strong dollar as headwinds into 2015
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Russia, Oil, China and the Dollar
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Saudi Arabia’s price war and the oil and Russian ruble crisis
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The Swiss National Bank turns to negative rates
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Economic and market themes: 2014-12-17 Flight to safe assets presents opportunities
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Tail risk zero bound dynamics are driven by credit risk, not interest rates
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Candidates for tail risk in 2015
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A mental model for thinking about tail risk
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Comments on jobs in the U.S., buy-to-let in the U.K., and rules-based monetary policy
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