EPISODE · Dec 17, 2023 · 19 MIN
Why Bond Yields Across The World Are COLLAPSING (Not What You Think)
from Eurodollar University · host Jeff Snider
China's growing economy and financial turmoil may seem like a world away, but it's closer than you might think. After all, bond yields aren't just plunging around the globe solely because the US may or may not end up in recession. There are far greater and more immediate concerns elsewhere right now, starting with the Chinese. What happens there matters everywhere, too. Even Economists like Paul Krugman have had to come to terms with that. Eurodollar University's Money & Macro AnalysisX (twitter) Kyle Bass CNBChttps://twitter.com/Jkylebass/status/1734227930933248050CNN Even 1.4 billion people can’t fill all of China’s vacant homes, ex-official admitshttps://www.cnn.com/2023/09/23/business/china-too-many-homes-for-1-4-billion-people-intl-hnk/index.htmlWorld Bank Global Economic Prospects June 2023https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/contentWorld Bank Navigating China's Post-Pandemic Growth Pathhttps://thedocs.worldbank.org/en/doc/cf2c1298e77c50bf1f1e7954ff560bc6-0070012023/original/China-Economic-Update-Dec23-EN.pdfKrugman Reveals closed-door noteshttps://mainichi.jp/english/articles/20160401/p2a/00m/0na/022000cTwitter: https://twitter.com/JeffSnider_EDUhttps://www.eurodollar.universityRealClearMarkets Essays: https://bit.ly/38tL5a7#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement
What this episode covers
China's growing economy and financial turmoil may seem like a world away, but it's closer than you might think. After all, bond yields aren't just plunging around the globe solely because the US may or may not end up in recession. There are far greater and more immediate concerns elsewhere right now, starting with the Chinese. What happens there matters everywhere, too. Even Economists like Paul Krugman have had to come to terms with that. Eurodollar University's Money & Macro AnalysisX (twitter) Kyle Bass CNBChttps://twitter.com/Jkylebass/status/1734227930933248050CNN Even 1.4 billion people can’t fill all of China’s vacant homes, ex-official admitshttps://www.cnn.com/2023/09/23/business/china-too-many-homes-for-1-4-billion-people-intl-hnk/index.htmlWorld Bank Global Economic Prospects June 2023https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/contentWorld Bank Navigating China's Post-Pandemic Growth Pathhttps://thedocs.worldbank.org/en/doc/cf2c1298e77c50bf1f1e7954ff560bc6-0070012023/original/China-Economic-Update-Dec23-EN.pdfKrugman Reveals closed-door noteshttps://mainichi.jp/english/articles/20160401/p2a/00m/0na/022000cTwitter: https://twitter.com/JeffSnider_EDUhttps://www.eurodollar.universityRealClearMarkets Essays: https://bit.ly/38tL5a7#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement
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Why Bond Yields Across The World Are COLLAPSING (Not What You Think)
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