Peak What? Christmastime in Hell? Part 6

Summary

  • A multi part examination of the interrelationship of Oil, Energy, Commodities, BRIC's, Emerging Markets.
  • Bonds, Dollar Denominated Debt, Forex Reserves, Reverse Repo, Dollar Swaps, HQLA, Monetary Aggregates, Market Liquidity.
  • Syndicated Lending, CDO's, CLO's, Carry Trades, Leveraged Loans, Offshore Dollar Banking and Off Balance Sheet Obligations.
In Part 6, we examine:
  • Oil and Gas Employment, Revenue, Market Cap
  • Zombie Debt, Reversion to the mean
  • Petrodollars; Sovereign Ex-Sanguination
  • What happened in the market 12/30/14 - 01/06/15?
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