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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