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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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Economic and market themes: 2014-12-17 Flight to safe assets presents opportunities
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A Brave New World
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Saudi market grab wreaking havoc on deepwater capex and high yield energy bonds
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The bid for safe assets is due to volatility
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On how weak growth begets low yields and on Spain over Germany
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Country by country macro update, part 2, September 2014
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A government bond bullish scenario is taking form
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The disaster in Europe versus data in the US (plus China and Argentina)
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