2008 Archive Volume
January–July 2008 witnessed global equities correct then crash as subprime contagion spread from US housing to banks, commodities, and emerging markets worldwide.
12 files in this volume
The year in numbers
- 683
- Replayable scenarios
This year's files
- 012008-07-29: The Global Forex Crisis — When Emerging-Market Currencies Met the Liquidity Abyss
Lehman collapse triggered a global dollar scramble that crushed EM currencies across six months. AUD/JPY dropped 41%, USD/UAH surged 16.2% in a single session.
Read the file → - 022008-10-07: How Emerging-Market FX Markets Fractured After Lehman
When Lehman fell, capital fled EM currencies indiscriminately. Across 108 pairs, the real story lived in the gap between final prices and the drawdowns endured getting there.
Read the file → - 03December 2008: U.S. Housing Market in the Aftermath — 11 Cities, Divergent Fates
Thirty months after the global financial crisis erupted, U.S. housing continued its grinding unwinding across 11 cities — Phoenix down 19%, San Francisco up 3.3%.
Read the file → - 04February–July 2008: Bear Stearns and the First Wave of Global FX Stress
How Bear Stearns' March 2008 collapse exposed structural fault lines across 61 currency pairs, creating divergent crises in EM and G10 FX markets.
Read the file → - 052008: The Commodity Supercycle Unravels — When Everything That Rose Together Fell Together
From July 2008 peaks to January 2009 troughs, commodity markets experienced historic synchronized collapse as the global financial system seized up.
Read the file → - 062008: The Global Equity Correction and Crash — How Subprime Became a Systemic Crisis
During 2008, global equities corrected then crashed as subprime contagion spread from US housing to banks, commodities, and emerging markets worldwide.
Read the file → - 072008: The U.S. Housing Collapse — When the Air Came Out of the American Dream
January 2008 found U.S. housing at a precipice. What followed reshaped finance, policy, and the American economy for a generation.
Read the file → - 082008 U.S. Housing: The Subprime Cascade and the Multi-Year Bottom
When the U.S. property market turned in 2008, national prices entered a multi-year contraction that tested the entire global financial structure.
Read the file → - 09August 2008: The U.S. Housing Crash and the Anatomy of a Contagion
The summer of 2008 marked the full eruption of the U.S. subprime crisis as property indices across American cities began a descent that would reshape financial markets globally for years to come.
Read the file → - 10Summer 2008: EUR Crosses and the Anatomy of a G10 Forex Boom
In summer 2008, EUR crosses revealed how a calm surface conceals internal turbulence. Four replays, 88 trading days of EUR/GBP alone, show the anatomy of drawdown risk.
Read the file → - 112008 Property Markets: How Identical Shocks Produced Opposite Outcomes
Six national property indices reveal how the 2008 crisis hit markets differently—China's stimulus versus Bulgaria's 35.6% loss.
Read the file → - 122008 Property Markets: Navigating Post-Crisis Recovery in Canada and the United States
July 2008 to October 2015 — CA and US residential property markets through the post-crisis recovery era, 30 monthly bars across two nations with diverging trajectories.
Read the file →