Eurodollar University It's Happening Again...
Dec 12, 2023
The podcast discusses the spookiness in the global bond market, focusing on China's deflation and money market problems. It explores the impact on global rate curves and suggests that banks with exposure to China might be hedging by investing in safe assets. The lack of liquidity in interbank markets and Moody's downgrades are also discussed, along with China's economic weakness and the ineffectiveness of stimulus measures. The podcast analyzes deflationary tendencies and global risks arising from China's financial issues.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Impact of Rising Repo Rates and the Relationship with China's Financial Situation
02:04 • 2min
Exploring Lack of Liquidity and Currency Weakness with Moody's Downgrade
04:19 • 2min
China's Economic Weakness and Ineffectiveness of Stimulus Measures
06:35 • 8min
Analyzing Deflationary Tendencies and Global Risks
14:13 • 3min