Peak What? Christmastime in Hell? Part 2
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 2, we examine:
- Dollar Swaps
- Pre and Post 2008 Crisis Repo Failures
- Fed Repo and Reverse Repo
Festivus, "a holiday for the rest of us" is celebrated December 23rd. For the uninitiated, a history of Festivus....
Earlier, Monty the Penguin found a friend and as Mr. G and Jellybean plainly demonstrate, sometimes we need our friends. Off to eat a better bird than this one and partake in the celebration.
This missive was published as an exclusive to Seeking Alpha. To access the entire text for FREE on Seeking Alpha, please click here. The Nattering One does not receive remuneration if you register, only satisfaction.
There is no cost involved and it has been our experience that if you exert control (by unchecking a box of two) over your communications settings in your Seeking Alpha profile, your email inbox will not be polluted with one bit of Spam (not even the cured pork shoulder variety. Tasty even.)
As we are now a "contributor" at Seeking Alpha, our published articles, instablog and comments can be found here. Please continue to follow The Nattering Naybob here and at Seeking Alpha. We thank you for your support.
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 2, we examine:
- Dollar Swaps
- Pre and Post 2008 Crisis Repo Failures
- Fed Repo and Reverse Repo
Festivus, "a holiday for the rest of us" is celebrated December 23rd. For the uninitiated, a history of Festivus....
Earlier, Monty the Penguin found a friend and as Mr. G and Jellybean plainly demonstrate, sometimes we need our friends. Off to eat a better bird than this one and partake in the celebration.
As we are now a "contributor" at Seeking Alpha, our published articles, instablog and comments can be found here. Please continue to follow The Nattering Naybob here and at Seeking Alpha. We thank you for your support.
Earlier, Monty the Penguin found a friend and as Mr. G and Jellybean plainly demonstrate, sometimes we need our friends. Off to eat a better bird than this one and partake in the celebration.
This missive was published as an exclusive to Seeking Alpha. To access the entire text for FREE on Seeking Alpha, please click here. The Nattering One does not receive remuneration if you register, only satisfaction.
There is no cost involved and it has been our experience that if you exert control (by unchecking a box of two) over your communications settings in your Seeking Alpha profile, your email inbox will not be polluted with one bit of Spam (not even the cured pork shoulder variety. Tasty even.)
As we are now a "contributor" at Seeking Alpha, our published articles, instablog and comments can be found here. Please continue to follow The Nattering Naybob here and at Seeking Alpha. We thank you for your support.
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