Latest / Eurodollar University
WE NEED To Talk About Chinese Banks IMMEDIATELY
Today we’re going be unpacking the latest from closely watched indicators out of China: bank lending data, household credit, the movement of the yuan, and what a single real estate developer—China Vanke—tells us about debt and payments right now. Bank lending in 2025 fell to the lowest since 2018 largely because household lending utterly collapsed. Yes, it collapsed last year.
Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------------------------------------------------
What if your gold could actually pay you every month……
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.