Peak What? The Quadruple D - 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.

Part two of a three part (guaranteed) effort to complete the serpentine journey through the market jungle that began in Peak What? Christmastime in Hell Parts 1, 2, 3, 4, 5 6 and DDDD Part 1.

In Peak What? The Quadruple D Part 2, we examine:

• Quality asset shortages and money substitutes
• The largess of the derivatives market
• The alchemy of rehypothecation
• Keynesian concepts and money aggregates redefined

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