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United States
Thoughts on the economic effects of the reduction in capex from the energy sector
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The convergence to zero continues, favouring Anglo-Saxon government bonds
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Negative yields, quantitative easing, currency wars, and reflexivity
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Yield curve inversion in the US when the Fed hikes
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The convergence of safe asset yields toward zero favours Anglo-Saxon bonds
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US jobs, high yield covenant-lite issues and the Greek restructuring negotiation
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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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The Swiss National Bank turns to negative rates
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