Credit Writedowns
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commodities
The global growth slowdown and troubles with oil and commodities
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Saudi market grab wreaking havoc on deepwater capex and high yield energy bonds
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The gun at Ireland’s head, Saudi maneuvering and more on US elections
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Zero rates, resource misallocation, and shale oil
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Market signals of slower economic growth are mounting
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Six Months of Nothing
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The disaster in Europe versus data in the US (plus China and Argentina)
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Economic and market themes: 2014-06-27 Fed will trigger the next crisis
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Iran real beneficiary of Russia-China gas deal and more on overheated markets
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Economic and market themes: 2014-05-16 China
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