LT Chinese bond rates have been falling fast for a while. Over the last two weeks, ST yields have completely collapsed; most of it last week, too. Why? Maybe more important, why now? The mainstream answer to either one is total nonsense and easily debunked from the September bazooka. What does that leave? Possibly an old familiar name.
Eurodollar University's Money & Macro Analysis
Bloomberg Chinese Regulator Asks Insurers to Report Vanke Debt Holdings
https://www.bloomberg.com/news/articles/2024-12-18/chinese-regulator-asks-insurers-to-report-vanke-debt-holdings
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What is Eurodollar University?
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.