skinny.

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Chinese Bonds Are CRASHING, What It Means for the Economy

LT Chinese bond rates have been falling fast for a while. Over the last two weeks, ST yields have completely collapsed; most of it last week, too. Why? Maybe more important, why now? The mainstream answer to either one is total nonsense and easily debunked from the September bazooka. What does that leave? Possibly an old familiar name.

Eurodollar University's Money & Macro Analysis

Bloomberg Chinese Regulator Asks Insurers to Report Vanke Debt Holdings

https://www.bloomberg.com/news/articles/2024-12-18/chinese-regulator-asks-insurers-to-report-vanke-debt-holdings…

The skinny

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