capital investment – Page 3 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Revisiting Greek negotiating positions and more comments on capex and interest rates

Thoughts on the economic effects of the reduction in capex from the energy sector

Tail risk zero bound dynamics are driven by credit risk, not interest rates

Candidates for tail risk in 2015

Some mixed data points behind the global growth slowdown

Saudi market grab wreaking havoc on deepwater capex and high yield energy bonds

Central banks, interest rates, house prices and resource allocation

Economic and market themes: 2014-05-16 China

Why a savings glut does not increase savings

Europe on the mend and China decelerating