Credit Writedowns
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The financial crisis end game
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Revisiting Greek negotiating positions and more comments on capex and interest rates
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Thoughts on the economic effects of the reduction in capex from the energy sector
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Pie in the Sky
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US jobs, high yield covenant-lite issues and the Greek restructuring negotiation
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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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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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Economic and market themes: 2014-12-17 Flight to safe assets presents opportunities
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