China’s Perilous New Debt  Phase; Gas-Plunge  Hazards

China’s Perilous New Debt Phase; Gas-Plunge ...

‏التالي

Goldman Sachs Sees ‘Uncomfortable Tension’ in Credit Markets

Robust demand from pensions and insurance companies will support corporate debt through macroeconomic headwinds and record supply, according to Goldman Sachs. “Spreads are tight to the prewar levels when the facts on the ground have unquestionably become more challenging,” Amanda ...  عرض المزيد

Veteran ABS Investor Sees ‘Max Uncertainty With Max Complacency’

Bad software loans will cause credit-market trouble that recalls aspects of the global financial crisis, according to American Century Investments. “We call it max uncertainty with max complacency,” says Paul Norris, referring to tight credit spreads, in this episode of the Credi ...  عرض المزيد

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Beijing fears social unrest from property crisis
FT News Briefing

The Bank of England is set to consider its biggest rate rise in more than 25 years, the EU and UK are easing up on Russian oil restrictions to keep gas prices from spiking, and some investors are getting back in the crypto market after a crash earlier this year. Plus, China is ...

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Adam Posen Has a Warning on the Danger of Bidenomics
Odd Lots

The Biden administration has undertaken an aggressive effort to revitalize domestic manufacturing, particularly in areas like semiconductors and green technology. The reasons are manifold. The pandemic exposed frailties in the supply chain. Climate concerns have accelerated the u ...  عرض المزيد

Xi Jinping’s Economic Plan: Let China Struggle
Big Take

China’s economic slowdown is catching the attention of countries around the world as they brace for a possible hit to their own economies. Bloomberg’s Rebecca Choong Wilkins and Tom Hancock discuss why President Xi Jinping is avoiding a big stimulus package and instead allowing C ...  عرض المزيد

Beijing Cracks Down; Kyle Bass: “No defense for investing in China;” Tesla’s Drive
Squawk Pod

Beijing’s sweeping regulatory crackdown on technology, education, food delivery and property sectors has sent shockwaves across global markets, driving Chinese markets down. Kyle Bass of Hayman Capital Management says it's 'unconscionable' for global fund managers to invest in Ch ...  عرض المزيد