"The Lock-In Effect of Rising Mortgage Rates"
-
Today, in the Calculated Risk Real Estate Newsletter: "The Lock-In Effect
of Rising Mortgage Rates"
A brief excerpt:
Here is new working paper from Feder...
2017-05-03
Bass Sees Clock Ticking on Chinese Credit Crisis
Bloomberg: Kyle Bass Sees China's Wealth Management Products as Key Risk
iFeng coverage: 曾带头做空人民币的人称:中国理财产品是重要风险
If China has a 12-18 month credit crisis that kicks off in the next six months, it would line up with the U.S. dollar analog. Right now it looks like October 1999. Analogs aren't perfect, but if the dollar bottoms in May, 哎呀。
Labels:
China,
credit,
Socionomics,
US Dollar
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment