The Largest Official Real Estate Developer In China Is Now In Trouble Too?
The PBOC has managed to drag these issues out longer and pick winners & losers, while real estate prices…
Continue readingChinese shadow banking
HSBC Bank Claims Very Limited Exposure To Evergrande? No Exposure to China’s Shadow Banking?
HSBC Bank claims that their exposure to Evergrande is extremely limited…
Continue readingEvergrande Fallout: China’s Shadow Banking System Is The Real Problem?
Evergrande is just a microcosm of China’s real estate bubble and shadow banking problems…
Continue readingHad China Finally Lifted Its Thumb Off Of Gold?
There’s a lot of talk about the Yuan price of gold falling out of a price suppression channel. Let’s explore that a bit to see what may be going on…
Continue readingHere’s How China DUMPS MASSIVE Amounts Of U.S. Dollars Without Selling A Single U.S. Treasury
Call it “Shadow De-dollarization” or “Backdoor De-dollarization”, but no matter what you call it, this scheme is pure genius. Here’s the details…
Continue readingPart IV: Chinese Economic Implosion And Asian Contagion On The Horizon
“current debt levels make the fragility of the Chinese economy even more sensitive to property market and/or equity market disruptions…”
Continue readingPart II: The Asia/China Economic Crash Is Starting
“we are in a very late stage economic expansion cycle and about to enter a very early stage economic contraction cycle.” Here’s why…
Continue readingChinese Shadow Banking & Commodities: A Convenient Cover for Bullion Banks
Exaggerating the scale of commodity-financed shadow banking in China supports a bearish stance, because unwinding these deals is expected by the authors of this story to release a flood of […]
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