Independent thinking for complex markets and current events
A default cycle has started, but market doesn’t see it yet. https://t.co/fI4VTaArqo — Samantha LaDuc (@SamanthaLaDuc) August 28, 2023 The last pump before the coordinated rug pull. https://t.co/WQKCi7fW3U — Financelot (@FinanceLancelot) August 28, 2023 China’s Debt Problm Could Trigger a Financial Crisis, Analyst Says China’s Worsening Economic Slowdown Is Rippling Across the Globe Policymakers are …
via bullsnbears: ABOUT $1.2 trillion of debt on US commercial real estate is “potentially troubled” because it’s highly leveraged and property values are falling, according to Newmark Group. Offices are the biggest near-term problem, accounting for more than half of the US$626 billion of at-risk debt that’s set to mature by the end of 2025, …
⚠️CHINESE PROPERTY GIANT EVERGRANDE BANKRUPT – NY COURT — Don Johnson (@DonMiami3) August 17, 2023 WOW!CHINA’S SECOND LARGEST PROPERTY DEVELOPER #EVERGRANDE HAS JUST FILED FOR BANKRUPTCY Chapter 15 bankruptcy protection (NY) pic.twitter.com/2x9mPowevW — jeroen blokland (@jsblokland) August 17, 2023 👀 pic.twitter.com/M2Ge4Cxn36 — Genevieve Roch-Decter, CFA (@GRDecter) August 17, 2023
There is a massive housing owner occupancy fraud scheme being unearthed and the more I review, the worst the news gets "They are 75% more likely to default on their mortgages than declared investors. And they are more likely to default than true owner-occupiers, too. This makes… pic.twitter.com/lpkup3F4ln — Darth Powell (@VladTheInflator) August 11, 2023 …
https://twitter.com/Willamthe2nd/status/1688574110824026112
Great chart from PPG Macro showing delinquency issues beyond the large lenders. It seems that small lenders are increasingly exposed to overly risky loans. Commercial real estate loans are yet another example. Follow us @KobeissiLetter for real time analysis as this develops. — The Kobeissi Letter (@KobeissiLetter) August 2, 2023 Throughout ‘23 US default risk …
via naturalnews: The world’s developing countries are not making any real progress in relieving their debts, the United Nations Development Programme (UNDP) has warned. At a recent meeting of G20 ministers in India, the subject of debt relief was brought up as a follow-up to the publishing of a UN report the week prior detailing …
via newsweek: Some student loan borrowers encouraged others to default on their loans “en masse” following the decision by the U.S. Supreme Court to cancel President Joe Biden’s student loan debt forgiveness plan, but one expert told Newsweek why that may not be a good idea. “Okay, thing I can actually talk about: Mass default …
by DesmondMilesDant Do these things matter? As you can see from the chart, the corporate bond spreads for both BBB and AAA rated bonds have been widening in recent years. This is indicative of increasing risk aversion among investors, as they demand higher yields to compensate for the perceived increased risk of default. However, it …