China-Doom loop-Yen
Bloomberg

China-Doom loop-Yen

Alexander Okello CPA(K) Alexander Okello CPA(K)

Alexander Okello CPA(K)

Research ,Finance ,Geopolitics. and networker

发布日期: 2023年10月4日
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China growth Slows

Financial Times
David Ingles


Financial Condition in China Contracting Real Estate Collapse


Crescant Capital

China Holding less T bills. Weaponization of the dollar causes China to think twice about holding T bills which can sanctioned.

Stefano

Doom Loop - Yet the US wants to raise T bills for Fiscal Spending -Stimulus package.

Holger

Compared to the Rest Japan Filling the gap left by China. Japan Also Practicing QE.

BoFA

We are coming from A lot Of QE.

Bloomberg

Unwinding that QE leads to higher Rates which leads to , See below Chat

Apollo

Huge Unrealized Losses

Treasury Technical

Of Cause T bills has been Over Sold

David Ingles

Higher yields leading to blood bath. Dollar still strong.

Mystery Yen .. Was the BOJ in the Market?

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