commodities – Page 6 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

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

Candidates for tail risk in 2015

A mental model for thinking about tail risk

The dangers of a strong dollar and divergent monetary policy

Crisis watch: European travails, $50 oil, and Russian capital flight

Positive baseline economic outcomes and more on oil’s global growth dividend

The oil glut, Black Friday retail and falling yields

Some mixed data points behind the global growth slowdown

Oil’s global growth dividend

Economic and market themes: 2014-11-21 US, oil, Japan, and China