EPISODE · Mar 5, 2024 · 19 MIN
China Is Getting Aggressively Sold (why this matters)
from Eurodollar University · host Jeff Snider
It's bad enough that China's shakiest real estate firms are going to be creating big losses and not just for other Chinese financials. Now comes word the last remaining investment grade developer is rumored to be experiencing liquidity trouble, too. It is a sign of further progress - in the wrong direction. We need to understand what it means when Beijing is this impotent.Eurodollar University's Money & Macro Analysis
What this episode covers
It's bad enough that China's shakiest real estate firms are going to be creating big losses and not just for other Chinese financials. Now comes word the last remaining investment grade developer is rumored to be experiencing liquidity trouble, too. It is a sign of further progress - in the wrong direction. We need to understand what it means when Beijing is this impotent.Eurodollar University's Money & Macro Analysis
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China Is Getting Aggressively Sold (why this matters)
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