China ‘Worried’ About Bubbles in Property, Foreign Markets

Mar 2, 2021 | China, Geopolitics, Global Macro, USA

economy crisis panic stock market crash graph

Agree!!! And the comments are echoing those from Lou Jiwei, former minister of finance highlighted in my Global Macro Insight of yesterday.

China’s top banking regulator said he’s “very worried” about risks emerging from bubbles in global financial markets and the nation’s property sector, sparking fresh concerns about further tightening in the world’s second-biggest economy.

Guo also said bubbles in China’s property market remain relatively big, with many people buying homes for investment or speculative purposes, which is “very dangerous.”

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The Barbell approach is mandatory now.

Are we walking backward into another 1929?

This is my first e-book.

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China ‘Worried’ About Bubbles in Property, Foreign Markets

Are we walking backward into another 1929?

Geopolitical Collateral Damages vs. Financial Collateral Advantages!

Geopolitical Risk vs. Squeeze vs. the FED…

The Great Normalization. “Why” is essential, but “Why, Now” is crucial. China is not in Japanification.

A New Quarter with Positioning and Economies at the Crossroads!

Resilience Facing the Last Bear Barrage! Golden Week in China and India is not China.

Resilience in a No-Rules Market! Duration is THE risk! Chinese economy bottoming out and US Treasury Basis Trade to Watch!

US to indefinitely extend China waiver for South Korean chipmakers

Positioning stronger than Fundamental? Flows are Stronger, for now… Improving Entry Points in Risky Assets?

Big Bet On U.S. Multifamily from The World’s Billionaires

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China ‘Worried’ About Bubbles in Property, Foreign Markets

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