DDD Feb 2024

[ducati916]

We are once again at market levels where valuations are irrelevant and momo is all.

Europe is also removing liquidity. The ECB is matching the Fed.

If China is such a basket case, why are UST yields +200bps?

Mortgage delinquencies...priced? In the same way CRE are?

GDP. Very expensive and getting more so. LOL.

jog on
duc

 

[divs4ever]

If China is such a basket case, why are UST yields +200bps?

China is working towards being it's own insulated basket

especially if US sanctions and tariffs start ramping up

 

[ducati916]

China is working towards being it's own insulated basket

especially if US sanctions and tariffs start ramping up

Indeed it is Mr divs.

In fact the US Treasury (Yellen) is reliant upon China bailing her out of a liquidity crisis.

jog on
duc

 

[divs4ever]

Indeed it is Mr divs.

In fact the US Treasury (Yellen) is reliant upon China bailing her out of a liquidity crisis.

jog on
duc

educational times ahead i suspect

 

[qldfrog]

educational times ahead i suspect

Soon time for China to put a flag at the top of Taiwan...imagine how hard the US will fight back