Related by context. Frequent words. (Click for all words.) 59 deflationary 53 highly leveraged 53 unwinding 53 sovereign debt 52 liquidity 52 balance sheets 52 risk aversion 51 rebalancing 51 monetary tightening 50 recessionary 50 recapitalization 50 securitization 50 outperformance 49 deflation 49 monetary easing 49 retrenchment 48 quantitative easing 48 stagflation 48 debt 47 QE 47 contagion 47 macroeconomic 47 credit crunch 46 structural reforms 46 capex 46 cyclical 46 sub prime 46 yield curve 46 headwinds 45 devaluation 45 deceleration 45 restructurings 45 interest rates 45 restructuring 45 inflationary 45 decelerating 45 borrowing 45 balance sheet 45 debt maturities 44 reinvestment 44 subprime 44 equities 44 buybacks 44 borrowing costs 44 consolidation 44 LBO 44 CMBS 44 markdowns 44 share repurchases 44 refinancing 44 slowdown 44 writedowns 44 hyperinflation 44 recapitalize 44 contraction 44 write downs 44 bond yields 44 subprime mortgage crisis 44 indebtedness 43 inflationary pressures 43 defaults 43 share buybacks 43 macro 43 volatility 43 stimulus packages 43 recession 43 macro economic 43 redemptions 43 commodity prices 43 double dip 43 housing bubble 43 leveraged buyout 43 belt tightening 43 underperformance 42 Great Recession 42 subprime lending 42 Treasuries 42 rationalization 42 equity 42 moral hazard 42 maturities 42 inflationary pressure 41 downturn 41 capital inflows 41 liquidation 41 backed securities 41 securitized 41 downgrades 41 deterioration 41 borrowings 41 austerity 41 risk appetite 41 downward pressure 41 TALF 40 CDOs 40 mortgage defaults 40 write offs 40 outflows 40 repurchase 40 Eurozone 40 subprime mortgage