
$300 Billion Default Pushes Chinese Real Estate Market to the Brink
Real Vision: Finance & Investing
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What Are the Major Threats to the Goldy Locks Regime?
We expect goldy locks like market conditions to persist over the next couple of months, at least through the end of october, maybe even unto the beginning part of november. By the time we get into those negative net liquite dynamics later this year, it's actually going to be a much worse story from probably higher prices in terms of risk assets. So i don't necessary believe that will have a material impact on shaking us out of gody locks in ta near term. But for now, i think, you know, thathat the chinese grove curve is likely to continue lower.
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