Eurodollar University HOLY SH*T! China's Banking System Just...
Nov 12, 2023
China's banking system is facing challenges with a frozen repo market and increasing short-term debt borrowing. The central bank's response and the unusual rise in repo rates are causing concerns. The rollercoaster ride of China's reopening efforts and the impact on deflation are also discussed. Financial indications in the banking system and the possibility of a political purge in China's leadership are analyzed.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
China's Central Bank Response to Surge in Short Term Borrowing Costs
03:05 • 4min
The Unusual Rise in Repo Rates in China
06:53 • 6min
China's Reopening Efforts: A Rollercoaster Ride
12:46 • 4min
Analyzing Financial Indications and a Possible Political Purge in China's Banking System
16:59 • 2min