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Even Apple isn't immune to Chinese oversight. China debt load is piling high. Retailer existential crisis. Headlines * NYT - U.S. Suicide Rate Surges to a 30-Year High 4/22. Things aren't hunky dory for a lot of people. * FT - China's debt-shrinking machine
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The Wall Street Oil Crash in charts. Chinese $3tn bond market not looking so good. This week is a very graphic heavy week, just happens that way sometimes. Additionally, I want to call attention to a report that me and my business partner put out for our real estate development
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We burn cash for you – China tech. Mom & Pop investors in China are getting hosed. Water Wars in India. The feedback has been positive for the new format, so it is here to stay. Lots of good reads this week. Enjoy. Headlines * NYT - Rural Water, Not City Smog, May
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The virtuous cycle of Chinese real estate development. Global liquidity trap. What’s driving the China M&A boom? In an effort to ease readability and to assist with navigation of the weekly posts I have updated the format this week. I am removing the featured articles/themes from
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Bank exposure to the oil patch. Dalian Wanda cuts contracted sales target. Anbang’s source of funds. Alibaba and Tencent, those numbers seem suspicious. I’m going to break trend this week and cover four topics/articles (it’s just been one of those weeks) 1) is Bradley Olson’s,
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Chinese companies looking for cash flow. The knock on effects of low oil prices. U.S. Commercial Real Estate starting to get that sinking feeling. Happy Easter! This week the three major themes/articles are 1) James Kynge, Gabriel Wildau and Don Weinland’s "China Inc: The quest for
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Chinese cracking down on P2P lenders. Anbang is off to a bang in U.S. real estate. Tick, tick, tick – CMBS not looking so good. Happy St. Patrick’s Day! To add a bit of good news, the Dow Industrials turned positive for the year yesterday and U.S. crude
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Chinese exports plunge – and a glimpse of China in 2025. $5 trillion of negative-yielding Japanese debt, but that’s only part of the problem. Midstream energy companies feeling a bit exposed. Three articles that stood out this week are 1) Shawn Donnan, Chris Giles, and Gabriel Wildau’s "
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Evergreening of debt in China. Japan becomes second country to sell negative 10-year bonds. Structural changes in global trade. Three articles that stood out this week are 1) Alex Frangos’ "How China's Big Lending Push Comes Up Short" in The Wall Street Journal, 2) Lew
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China’s media censorship. Life insurance companies face a daunting future. S&P earnings not quite so. Commercial real estate values in limbo. Some weeks I wonder if there will be enough quality material to post and then there are weeks like this one when there is a deluge.
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Chinese seasonal lending binge. CMBS risk premiums are jumping. More shipping woes. Three key articles that stand out this week are 1) a posting by Bloomberg News "China's New Credit Surges to Record on Seasonal Lending Binge", 2) Serena Ng’s "Warning Light Flashes for
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Negative yielding government bonds. Lending to Emerging Markets hits the brakes. Japanese 10-year bond crosses the zero bound. Three key articles that stand out this week are 1) Elaine Moore, Robin Wigglesworth, and Leo Lewis’ "Government bond yields send recession signal" in the Financial Times, 2) Jonathan