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Table Of Contents

The worst case debt scenario
Hope for the best, be prepared for the worst
How to position for our bear scenario
Debt explosion in 2009
End of market rally for equities? Look at Japan!
Worried about inflation? Japan suggests deflation more of a risk
Stress-testing performance by asset class under a bear scenario
How to invest under a bear scenario
Focusing on roots to forecast consequences
Flashback to the origins of the economic crisis
Counting on a comeback for the US consumer
Counting on governments to survive debt mountains!
The painful task of removing the excess debt
Governments: choose the route to debt reduction
Three economic scenarios, one constraint: debt!
Lengthy deleveraging, and slow recovery over five years
Fixed Income & Credit under a Bear scenario
Investment Grade Credit under a Bear scenario
High Yield Credit under a Bear scenario
Equity Strategy under a Bear scenario
Oil & Gas under a Bear scenario
Metals & Mining under a Bear scenario
Agricultural commodities under a Bear scenario
Currencies - Protracted dollar weakness
Fixed Income & Credit under a Central scenario
Investment Grade Credit under a Central scenario
High Yield Credit under a Central scenario
Equity volatility under a Central scenario
Oil & Gas under a Central scenario
Metals & Mining under a Central scenario
Agricultural commodities under a Central scenario
Fixed Income & Credit under a Bull Scenario
Investment Grade Credit under a Bull scenario
High Yield Credit under a Bull scenario
Equity Strategy under a Bull scenario
Oil & Gas under a Bull scenario
Metals & Mining under a Bull scenario
Agricultural commodities under a Bull scenario
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Socgen - Worst Case Debt Scenario

Socgen - Worst Case Debt Scenario

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Published by The Big Picture

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Published by: The Big Picture on Nov 22, 2009
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10/21/2011

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