Echoes of 2007 In Mushrooming Private Credit Boom? | Patrick Perret-Green on Tricolor & First Brands Bankruptcy, Asian Disinflation, And Why U.K. Duration Looks Attractive
Monetary Matters with Jack Farley
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Chinese Equity Rally vs Real Economy Signals
Patrick contrasts strong Chinese equity performance with weak household borrowing, margin debt risks, and shadow stimulus.
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