22 September 2021
🔔 Gensler's gonna get ya...
Regulators are getting louder: "If they want high yields, make them buy Argentinian bonds instead!" Wait, that was someone else...
22 September 2021
Morning Call - Evergrande makes its bond payment! And what is in store for the FOMC tonight?
Evergrande made the first onshore bond payment and markets have taken this as positive news How hawkish will the Fed be tonight? Dots & projections should add some volatility.
21 September 2021
🔔 Does nobody Xi the real risk?
About China, not Evergrande... 👇 Falling property values don't square with Xi's grand plan to boost middle-class consumers...
20 September 2021
🔔 Hey, did you hear about that Chinese property developer?
"YES! Everyone has! Stop going on about it! It's CONTAINED" "OMG, he said contagion, sell everything!"
20 September 2021
Morning Call: Evergrande Part 3!
It's not just Evergrande now. We've seen some huge downside moves in other developers, the commentary is peppered with 'contagion' The full effects will likely be felt further down the line
17 September 2021
🔔 Don't worry about that Economist cover...
DeFi-ing the odds (and the magazine cover curse), regulators are way behind UBS said a thing, everyone PANIC Under the surface of the 'Great Generational Wealth Transfer'
17 September 2021
Morning Call: Evergrande Special Part 2!
More about Evergrande and those ripple effects that we could see throughout the Chinese economy & the rest of the world...
15 September 2021
🔔 Europe's energy crisis: what's going on?
Energy prices are through the roof, politicians are squirming and it's not even winter yet.. COT Report: Does it matter? Revisiting 'Luxury Beliefs' after the AOC show