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(Click for frequent words.) 73 delevering 71 deleverage 69 de levering 66 Deleveraging 65 delever 62 reflation 61 releveraging 60 overleveraging 59 deflationary 58 deflationary depression 58 financialization 57 deflationary cycle 56 monetary debasement 56 flat yield curve 56 depressionary 56 disinflation 56 disinflationary 56 overleveraged 55 balance sheet deleveraging 55 deleveraged 54 malinvestment 54 Disinflation 54 cyclical upswing 54 derisking 53 dissaving 53 highly leveraged 53 unwinding 53 QE quantitative easing 53 highly levered 53 debt paydown 53 expansionary monetary policies 53 destocking 53 deleverages 53 sovereign debt 53 risk premia 53 deflationary pressures 52 repricing 52 reflating 52 liquidity 52 balance sheets 52 currency debasement 52 Kondratieff Winter 52 reflationary 52 Eurozone periphery 52 risk aversion 51 macro headwinds 51 flattening yield curve 51 rebalancing 51 monetary tightening 51 Muddle Through Economy 51 eurozone periphery 51 financialisation 51 mortgagebacked securities 51 disinflationary pressures 51 ZIRP 50 overleverage 50 recessionary 50 recapitalization 50 hedge fund redemptions 50 liquidity sloshing 50 expansionary monetary policy 50 securitization 50 subprime debacle 50 malinvestments 50 Debt Supercycle 50 curve steepening 50 deflationary trap 50 reflation trade 50 structural rigidities 50 deglobalization 50 outperformance 49 Great Unwind 49 borrowing binge 49 orderly unwinding 49 overborrowing 49 FII outflows 49 inventory restocking 49 delevered 49 LBOs 49 asset reflation 49 deflation 49 cyclical upturn 49 peripheral eurozone 49 countertrend rally 49 monetary easing 49 deflationary spiral 49 external imbalances 49 retrenchment 49 Margin compression 49 yield curve inverts 48 recoupling 48 highly indebted 48 procyclical 48 refinancings 48 hyperinflationary 48 Rajiv Setia 48 quantitative easing 48 exogenous shock 48 yield curve inversion 48 cyclical downturn 48 stagflation 48 contractionary 48 creeping nationalization 48 negative convexity 48 Keynesian stimulus 48 debt 48 inverted curve 48 yield curve flattens 48 inventory overhang 48 RoEs 48 covenant lite deals 48 risk averseness 47 heightened risk aversion 47 QE 47 incipient recovery 47 accommodative monetary policies 47 disintermediation 47 deflationary tendencies 47 steepening 47 CMBS issuance 47 contagion 47 Reflation 47 overborrowed 47 Quantitative Easing 47 yield curve inverting 47 macroeconomic 47 expansionary 47 forint weakening 47 credit crunch 47 reflated 47 cyclical bull 47 reflationary policies 47 Jeroen van den Broek 47 tightenings 47 Great Contraction 47 Willem Sels 47 Gilles Moec economist 47 reflate 47 Dan Greenhaus 47 illiquidity 47 levered 47 supercycle 47 mean reversion 47 recapitalisations 47 Derek Halpenny currency 47 QE3 47 quantitive easing 47 yield curve steepen 47 Omer Esiner senior 47 EMEA CMBS 47 inventory destocking 47 option ARM resets 47 Kondratieff winter 46 V' shaped recovery 46 securitized mortgages 46 CRR hikes 46 suprime 46 disinflationary forces 46 structural reforms 46 negative spillovers 46 ABCP conduits 46 capex 46 repaying TARP 46 PIIGS 46 Hans Goetti 46 curve inversion 46 inverted yield curve 46 Jack Malvey 46 hedge fund liquidations 46 macroeconomic headwinds 46 cyclical 46 Lindsey Piegza 46 ratings downgrades 46 de dollarization 46 ample liquidity 46 leveraged buyouts LBOs 46 Minsky Moment 46 liquidities 46 Collateralised Debt Obligations CDOs 46 expansionary monetary 46 inflationary tendencies 46 subprime mortgage meltdown 46 yield curve steepening 46 Stagflation 46 subprime mortages 46 EMs 46 sub prime 46 yield curve 46 USEconomy 46 recapitalizing 46 Birinyi Associates Inc 46 Lorenzo Di Mattia 46 economist Bruce Kasman 46 tradables 46 uninvestable 46 easings 46 headwinds 45 devaluation 45 steepening yield curve 45 repricing downward 45 EuroZone 45 ARM resets 45 deceleration 45 recesssion 45 Arsenin 45 Henk Potts strategist 45 structural imbalances 45 leveraged buyouts 45 FII flows 45 goldilocks economy 45 Gregory Daco senior 45 accomodative monetary policy 45 Euroland 45 covenant lite loans 45 contra cyclical 45 leveraged buyout LBO 45 Robert Minikin 45 subprime meltdown 45 Sebastien Barbe analyst 45 restructurings 45 strategist Teun Draaisma 45 maturity mismatches 45 sharp deceleration 45 covenant headroom 45 noninflationary 45 CRR hike 45 interest rates 45 recessionary headwinds 45 Risk aversion 45 re remics 45 refi boom 45 Hyperinflation 45 Ioannis Sokos 45 restructuring 45 inflationary 45 steeper yield curve 45 LTCM debacle 45 Drew Matus economist 45 Steven Wieting 45 dip recession 45 ALAN OSTER 45 Deflation 45 decelerating 45 accommodative monetary policy 45 QE3 QE4 45 borrowing 45 balance sheet 45 depreciations 45 quantitative easing QE 45 debt maturities 45 Mr Barbetti 45 cyclical upturns 45 accommodative monetary 45 gilt issuance 45 Teun Draaisma 44 disorderly unwinding 44 rerate 44 convexity hedging 44 reinvestment 44 subprime 44 Karvalits 44 Rainer Guntermann 44 reaccelerate 44 BlackRock Doll 44 equities 44 renminbi appreciation 44 cyclical trough 44 dislocations 44 quantitative easing QE2 44 IMF Lipsky 44 buybacks 44 Deluard 44 Takeshi Minami 44 borrowing costs 44 liquidity crunch 44 consolidation 44 Rainer Sartoris 44 Fitch Negative Outlook 44 expansionary policies 44 Daniel Fannon 44 recessionary tendencies 44 Joseph Brusuelas chief 44 rerating 44 Charles Diebel head 44 LBO 44 borrowers defaulting 44 lurch downwards 44 Deflationary pressures 44 recessionary spiral 44 macroeconomic stabilization 44 Ample liquidity 44 liquidity injections 44 economist Drew Matus 44 Great Deleveraging 44 CMBS 44 CDO squared transactions 44 markdowns 44 chargeoff 44 subprime CDOs 44 Quantitative easing 44 Satoru Ogasawara 44 share repurchases 44 normalizing monetary 44 Heino Ruland strategist 44 refinancing 44 EUR#b 44 inflations 44 refranchising 44 subprime RMBS 44 capital raisings 44 Axel Merk portfolio 44 overvaluations 44 fundamentals underpinning 44 slowdown 44 relative outperformance 44 technically overbought 44 Illiquidity 44 relative underperformer 44 writedowns 44 Baygun 44 hyperinflation 44 Destocking 44 recapitalize 44 Ajay Rajadhyaksha 44 Brenda Lum 44 recessionary pressures 44 speculative excesses 44 negative newsflow 44 hyperinflations 44 liquidations 44 currencyâ 44 Julian Chillingworth chief 44 flatter yield curve 44 cyclical downswing 44 Moec 44 Stefan Graber 44 contraction 44 deindustrialisation 44 write downs 44 USTreasurys 44 Kiyoshi Ishigane 44 bond yields 44 subprime mortgage crisis 44 economist Sylvain Broyer 44 BoE Posen 44 Cyclically 44 dollarisation 44 indebtedness 44 Wattret 44 paydowns 44 overcorrection 44 Kenro Kawano 44 Dean Curnutt president 43 Aroop Chatterjee 43 decoupling thesis 43 inflationary pressures 43 counterparty risk 43 Michael Bilerman 43 mortgage loan originations 43 Subprime lending 43 origination volumes 43 QE1 43 USTBond 43 steepening yield 43 defaults 43 tightening monetary 43 cyclicals 43 mispricings 43 fiat currencies 43 TruPS CDO 43 Trevor Dinmore currency 43 EUR#.#b 43 macroeconomic fundamentals 43 forex inflows 43 Bernard McAlinden strategist 43 Geraud Charpin 43 share buybacks 43 Guillaume Menuet 43 greenshoots 43 Hetal Mehta 43 macro 43 Widening spreads 43 collateralization tests 43 overcapitalized 43 mezzanine tranches 43 Great Moderation 43 bond vigilantes 43 Eurozone sovereign 43 Joe Patire managing 43 fin ancial 43 volatility 43 Junya Tanase forex 43 Claire Dissaux 43 Hatzius 43 downtrading 43 stimulus packages 43 underconsumption 43 recessionary trends 43 CDO exposures 43 lien RMBS 43 Stephen Malyon 43 Mr. Zyblock 43 Mr Hanlan 43 recession 43 drift downwards 43 macro economic 43 yield differentials 43 Dirk Hoffmann Becking 43 Frederic Neumann 43 reprices 43 Hinsdale Nolte 43 redemptions 43 monetary tightenings 43 Mike Lenhoff strategist 43 securitized Timeshare notes 43 yield curve steepens 43 theFederal Reserve 43 commodity prices 43 CDO tranches 43 double dip 43 Takeshi Minami chief 43 Ms. Vazza 43 CMBS Newsletter 43 theeconomic 43 subprime contagion 43 Robert Lacoursiere 43 James Shugg 43 interestrates 43 Eurozone peripheral 43 Sebastian Wanke 43 shekel appreciation 43 inflationistas 43 Moltke Leth 43 Leaviss 43 cov lite loans 43 Bruce Kasman 43 Jens Nordvig 43 structural impediments 43 structural adjustment 43 OTC LEHMQ 43 Automatic stabilizers 43 subprime mortgage debacle 43 Bubble Epoque 43 housing bubble 43 peripheral sovereigns 43 Michael Taiano 43 leveraged buyout 43 William Tanona 43 levered balance sheet 43 Hiroaki Muto senior 43 Padhraic Garvey 43 Tanona wrote 43 Citigroups 43 collateralized debt 43 fiat monetary 43 Nick Levidy 43 paydown 43 Akitsugu Bando senior 43 overcapacities 43 belt tightening 43 termism 43 market economies EMEs 43 analyst Jon Bergtheil 43 Mike Lenhoff 43 reinforcing downward spiral 43 monolines 43 selldowns 43 Shinji Nomura chief 43 mediumterm 43 macroprudential tools 43 curve flattening 43 underperformance 43 stimulative monetary 43 ECB Wellink 43 overindebtedness 43 Baumohl 43 illiquid assets 43 Gijsels 42 Walter Gerasimowicz 42 SHANE OLIVER 42 gradual normalization 42 macroeconomic imbalances 42 Solveen 42 Great Recession 42 Sinche 42 subprime lending 42 Dimitry Fleming 42 Charles Diebel 42 Sovereign Debt 42 Elwin de Groot 42 Edward Najarian 42 Scott Minerd 42 Cleveland Rueckert market 42 risk-on/risk-off 42 interst rates 42 Rupkey 42 TruPS CDOs 42 CEO Craig Herkert 42 mortgage resets 42 Paresh Upadhyaya currency 42 subprime mortgage fiasco 42 Joe Battipaglia 42 Edward Hemmelgarn 42 undercapitalization 42 Option ARM resets 42 financeability 42 bankā 42 Downside risks 42 analyst Dan Geiman 42 Brusuelas 42 devaluations 42 headcount reductions 42 Mr Redican 42 Ellen Zentner senior 42 Barcap 42 agflation 42 macroenvironment 42 supbrime 42 downward repricing 42 subordinate tranches 42 counterparty exposures 42 self equilibrating 42 STIMULUS WATCH Weatherizing 42 rated CREL CDOs 42 CMC Markets dealer 42 Jack Ablin 42 hyper inflationary 42 Harvinder Sian 42 hedge fund blowups 42 Drew Matus 42 Philippe Gijsels strategist 42 Collateralized Debt Obligations CDOs 42 stagflation lite 42 euroland 42 underweighting 42 Komileva 42 Peter Schaffrik 42 structural readjustment 42 inverted yield curves 42 upmoves 42 Viwat strategist 42 commodity supercycle 42 Koichi Kurose chief 42 Tee Sze Chiah 42 Greg Salvaggio senior 42 Kian Abouhossein 42 Treasuries 42 CMBS delinquencies 42 liquidity crunches 42 REIT TruPS CDOs 42 Anthony Crescenzi 42 rationalization 42 uridashi issuance 42 delayering 42 TIPS breakevens 42 Rehaut wrote 42 countercyclical fiscal 42 Tony Crescenzi 42 fiat currency 42 mortage backed 42 overgeared 42 monoline exposure 42 AUD#.# billion 42 recapitalising 42 offinancial 42 Mr Koukoulas 42 economist Jan Hatzius 42 collaterised debt obligations 42 economicconditions 42 Takashi Nishimura 42 Christoph Weil 42 NPLs 42 Roehmeyer 42 Tenengauzer 42 nonprime mortgage 42 Yetsenga 42 TED Spread 42 BTM UFJ currency 42 Masafumi Yamamoto currency 42 Trippitt 42 unclog credit 42 monoliners 42 Tetsuya Miura chief 42 Omer Esiner chief 42 downgraded Ambac 42 Derek Halpenny 42 Merk Funds 42 Louise Purtle 42 EMU periphery 42 stimulative 42 monoline insurers 42 deflationary downward spiral 42 equity 42 Craig Woker 42 redefaults 42 credit analyst Takahira 42 firesales 42 underlying fundamentals 42 CLO CDO 42 tradeables sector 42 DeQuadros 42 collateralised lending 42 quantitative easings 42 loan outstandings 42 moral hazard 42 maturities 42 sukuk issuances 42 g secs 42 RMBSs 42 ECB Provopoulos 42 Gurdgiev 42 Susan Katzke 42 inflationary pressure 42 rate sensitives 42 Freddie NYSE FRE 42 analyst Reto Huenerwadel 42 Philip Isherwood 42 hyperinflationary environment 42 Laurent Fransolet 42 Vincent Delisle 42 subprime writedowns 42 BlueMountain Capital Management 42 tranching 42 USEconomic 42 steep yield curve 42 Cailleteau 42 bubble deflates 42 Joel Levington 42 Tammo Greetfeld equity 42 Leveraged Loans 42 Jan Hatzius 42 misallocations 42 recapitalize banks 42 Scott Mushkin 42 Christopher Horvers 42 collateralised debt 42 MBSs 42 equity raisings 42 subprime fallout 42 Azarchs 42 Nordvig 42 CDS spreads 42 USTreasury Bond 42 Robert Minikin senior 41 TOBs 41 Ambac insures 41 Mahesh Swaminathan 41 precrisis levels 41 Philippe Gijsels 41 loss severities 41 EMEs 41 Childe Freeman 41 PIIGS Portugal Ireland 41 contractual subordination 41 Aaa rated 41 underleveraged 41 hyperinflationary depression 41 ECB Mersch 41 deliquencies 41 FoFs 41 diseconomies 41 Ucits hedge 41 Tony Morriss 41 Dannesboe 41 rightsizing 41 shekel depreciation 41 Shimamine 41 Joe Manimbo currency 41 di Galoma 41 Divyang Shah 41 David Spegel 41 inflationary expectations 41 Currency strategists 41 GLOBAL MARKETS WEEKAHEAD 41 downturn 41 Commodities FICC 41 Kotilaine 41 Shuchita Mehta 41 unsustainably 41 Abdul Kadir Hussain 41 overindebted 41 de facto nationalization 41 Chris Iggo 41 Zyblock 41 capital inflows 41 nonperforming asset 41 Stagflation occurs 41 mortgage backeds 41 Authers 41 Fridson 41 counter cyclically 41 QE2 quantitative easing 41 equitization 41 Yingxi Yu analyst 41 subprime mortgage defaults 41 curve steepen 41 perma bulls 41 ENBD 41 Quantitative easing QE 41 Highly leveraged 41 severest downturn 41 analyst Randal Konik 41 foreclosures Sharga 41 POMO 41 Jamie Spiteri 41 trendless 41 Klaus Baader 41 virtuous cycle 41 tighter monetary 41 Vaibhav Sanghavi director 41 financial intermediation 41 Lehman LEHMQ.PK 41 liquidation 41 synthetic CDOs 41 MAX KING 41 Broadpoint.Gleacher 41 tightening cycle 41 RMBS collateral 41 Kounis 41 Dominic Konstam 41 economicgrowth 41 Yen Carry 41 Gerhard Schwarz head 41 Bear Stears 41 stagflationary 41 Padhraic Garvey head 41 backed securities 41 Ivankoe 41 TREASURIES Bonds slip 41 Tad Philipp 41 Scott Armiger 41 RMB revaluation 41 Miriam Sjoblom 41 Sophia Drossos 41 Negative Rating Outlooks 41 Marc Ostwald bond 41 Giada Giani 41 Sarat Sethi 41 TBonds 41 securitized 41 debasement 41 RuiXue Xu 41 Moszkowski wrote 41 downgrades 41 Ms Kevans 41 NLI Saito 41 Dybula 41 curve inverts 41 Matt Buckland 41 TIP TLT 41 Alan Ruskin strategist 41 rupee appreciating 41 Frederique Cerisier 41 USTBonds 41 Keynesian 41 JACQUES DU TOIT 41 liquidity buffers 41 sharemarkets 41 Muddle Through 41 Economist DK Joshi 41 Briesemann 41 monetary tightening cycle 41 Mr Bagrie 41 albeit unevenly 41 TBond futures 41 Managing Director Nick Levidy 41 Mr McColough 41 ECB Liikanen 41 WNS ADS 41 vicious spiral 41 Lacraz 41 theeconomy 41 Manuel Oliveri 41 Juichi Wako strategist 41 Thomas Cholnoky 41 expansionary fiscal 41 Karsten Junius 41 Brian Yelvington 41 curve flattens 41 overtrading 41 Vikas Khemani 41 CLOs 41 Kathleen Stephansen director 41 Brayan Lai credit 41 banksâ € ™ 41 Suki Mann credit 41 Chiara Corsa 41 Deflationary 41 deterioration 41 largecap stocks 41 HIGHLIGHTS BOJ Shirakawa 41 Leslie Phang 41 Bulent Baygun head 41 Writedowns 41 Dominic Konstam head 41 Koji Fukaya senior 41 Jerome Forneris 41 ruble devaluation 41 borrowings 41 De Vijlder 41 floorplan lenders 41 analyst Gregory Melich 41 frothiness 41 financialized 41 economist Helen Kevans 41 speculative frenzies 41 overcapitalised 41 austerity 41 securitizing mortgages 41 risk appetite 41 nominal GDP 41 Scott Buchta 41 downward pressure 41 Meyrick Chapman 41 gradual monetary tightening 41 reregulation 41 AspenTech dependence 41 Subprime woes 41 exceptionally stimulative 41 Basel III 41 Shareholder activism 41 Thierry Lacraz strategist 41 Asset Backed Commercial 41 unhedged exposures 41 GURVEY 41 TALF 41 bearishness 41 multispeed recovery 41 liqudity 41 asset backeds 41 currency devaluation 41 Hyman Minsky 41 Re REMIC 41 hedge fund Sibilla Global 41 Michael Bratus 41 headcount reduction 41 ECB hawkishness 41 conservatively underwritten 41 Default Rate 41 ECB Paramo 41 thereā 41 Thomas Nyheim portfolio 41 Roubini 41 cyclical tailwinds 41 Suki Cooper precious metals 41 massively indebted 41 cov lite 41 BOE Posen 41 stroke humorist Keillor 41 franc denominated 41 dampen inflationary pressures 41 Gahbauer 41 non tradeables 41 BILL EVANS 41 ultrashort bond 41 selldown 41 reinvesting maturing 41 Resinco Resource Investment 41 Vincent Boberski 41 LEAP/E# 41 Amit Kara 41 curve steepening trades 41 CLOSING QUOTE 41 Kornelius Purps 41 Barragate 41 contractionary monetary 41 Petrotemex 41 overexpansion 41 Kathleen Stephansen 41 shakeout 41 nonagency 40 pump priming 40 nonfinancial corporations 40 LIBOR OIS spreads 40 strategist Makoto Yamashita 40 Irene Cheung 40 CapEx 40 Mexican peso devaluation 40 securitized loans 40 Valentin Marinov 40 Malon Wilkus Chairman 40 Noriyuki Fukuda fixed 40 ECB Draghi 40 Avalon Cardillo 40 subprime shakeout 40 Monetarism 40 Frederic Rozier 40 goldilocks scenario 40 CHF#bn 40 lax underwriting 40 Uridashi issuance 40 loan origination volumes 40 Roland Lescure 40 Ms Beacher 40 rating downgrades 40 István Zsoldos 40 commented Froot 40 Ezrati 40 ECB Bonello 40 CDOs 40 Re REMICs 40 troughed 40 dehedging 40 flation 40 mortgage defaults 40 BRUCE WHITFIELD 40 Sebastien Galy currency 40 Julian Callow economist 40 John Tofarides 40 Jack Malvey chief 40 .#:# 40 Nonfinancial 40 NIM compression 40 economist Juergen Michels 40 Sasha Kostadinov portfolio 40 Susumu Kato chief 40 Lost Decade 40 Mean reversion 40 write offs 40 Lyngen 40 P. Glimcher 40 outflows 40 Quantitative Easing QE2 40 steepeners 40 Talf 40 GFNorte 40 intermediate downtrends 40 contractionary monetary policy 40 Lou Brien 40 Christophe Donay strategist 40 overcollateralized 40 Anais Faraj strategist 40 Henrik Gullberg 40 Distressed properties 40 Vibhav Kapoor 40 QE lite 40 Chargeoffs 40 analyst Sudakshina Unnikrishnan 40 derisk 40 Ladenburg Thalmann Bove 40 Eurobond issuance 40 divesting underperforming 40 repurchase 40 monetary aggregates 40 Kazuya Ito fund 40 assigned Negative Outlook 40 Fannie NYSE FNM 40 Kim Joon kie 40 Leveraged buyouts 40 Peter Jankovskis 40 Tom Kersting 40 ANDILE MAZWAI 40 heavily indebted eurozone 40 covenant breaches 40 reinflating 40 securitisations 40 unclog frozen 40 Olivier Gasnier 40 merger arb 40 Eurozone 40 Drew Kanaly 40 structural subordination 40 foreclosures Saccacio 40 Branded generics represent 40 dollarization 40 Stanlib economist Kevin Lings 40 Webman 40 CLO tranches 40 refundings 40 Eoin Fahy chief 40 economist Michael Feroli 40 ABS RMBS 40 Steve Massocca 40 METALS Copper dips 40 disinvestments 40 rupee depreciating 40 Steven Ricchiuto chief 40 repurchasing 40 Hiroshi Shiraishi economist 40 recovery Follain 40 Sven Jari Stehn 40 Investica 40 downleg 40 Hitesh Agrawal head 40 economist Masamichi Adachi 40 Phil Schlakman head 40 re REMICs 40 Hiroshi Imaizumi senior 40 Roni Lacerda 40 SHFAs 40 subprime mortgage 40 Alexaline 40 Sfr#bn 40 Ghriskey 40 kitchen sinked 40 subprime originations 40 assigned Negative Outlooks 40 Yingxi Yu Singapore 40 reinflation