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SP is up 50 points from Intraday low!!! On what news ? Who knows

HK banks may have been tasked with something especially balance sheet intensive. That would mean taking on securities that are specifically volatile, illiquid, and feature a whole lot more risk, such as FX $ swaps that are then forwarded to Chinese counterparties... It seems very likely that HK...

Jeffrey Snider : It’s not conclusive, of course, and could be related to a number of possibilities but this (above) seems pretty persuasive anyway. It isn’t a small number, either, an increase of RMB 587 billion, more than half a trillion, in the single month of December 2018. The added...

This is insane what's going on, mind blown right now, the rabbit hole goes deep and people will be in shock once they discover how bad the credit crisis will get... Quick thesis Start with HSBC, Page 4 earnings shows Global Banking losses QoQ and G Markets bleeding, on a clear down trend...

https://www.elitetrader.com/et/threads/circulating-in-chinas-financial-system-more-than-200-billion-in-i-o-us.334842/

Yes 15-20 % correction, credit crisis full effect by September-October... By December Fed will be in QE5 Going long prob makes sense starting November, depending when Credit Markets snap

Stocks are tanking, Oil collapsing HY Spreads widening and the Yuan is getting sold off into oblivion, china collapsing!!!

Haha T is clueless... They stopped QT already

China is crashing as we speak! The prophecy has come true!!! Yuan is at 7.09, they can no longer defend it, only in sporadic moments it seems... 500 Billion in IOUs is the death blow to the economy

On your bike... You understand I.O.Us ? It's just a piece of paper saying I will pay you in the future, it's not a legal tender, and 500 Billion more or less circulating in the economy ? LOL they are officially playing Monopoly in china, it's a circus, you'd fit in! It'll crash like nobody's...

https://www.nytimes.com/2019/08/06/business/china-cash-commercial-acceptances.html Lil china had around 210 Billion in I.O.Us as of February 2019 according to government estimates... Reality right now could be 400-500 Billion easyyy Now you tell me who won ? china was beyond fucked before the...

Hey clown, read the thread I just posted... I don't care who " won ", there's big trouble in lil china

Bigger companies like Zhubo say they can deal with the cash shortage for now. They can negotiate to get interest on top of the amount due. They can sell i.o.u.s to investors for less than face value. For smaller companies, Mr. Xu said, it is much harder to wait for months before being paid...

China is not running out of money. But Chinese banks are reluctant to lend to private businesses because they consider big, state-owned enterprises more reliable in paying off their debts. Alternative sources of money have dried up as regulators have cracked down in recent years on China’s...

This is the end game part of the ponzi cycle... This is check-mate for their banking cycle https://www.nytimes.com/2019/08/06/business/china-cash-commercial-acceptances.html SHENZHEN, China — China was on the cusp of the biggest building boom the world had ever seen when Zhang Zhiyang started...

He meant GDP growth, or ells he's really confused

Started pumping stimulus last year ? What planet are you from ? China had 150 something Trillion Yuan suddenly appear ( 24 Trillion US ) on their off balance sheets just for 2016!!!! In one year, they had created more off balance sheet debt then the entire total US Government debt, just off...

Dont jinx it brother... Remember yesterday ? From -2 to 1