China’s Economy is COLLAPSING, and Even the Government is Panicking
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Show Notes
Chinese banks are the real story, even as China's government (intentionally?) stole the spotlight with its AI-knock-off, a distraction from the latest real economy warning and most importantly the banking sector's latest. The credit crisis in the latter may finally be coming to a head as it keeps the former from stabilizing.
Eurodollar University's Money & Macro Analysis
AA Xi Jinping
https://www.aa.com.tr/en/asia-pacific/on-chinese-new-year-s-eve-xi-vows-to-confront-challenges-without-hesitation-/3463706
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https://www.bloomberg.com/news/articles/2025-01-27/china-s-factory-activity-cools-ahead-of-major-new-year-holiday
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https://www.bloomberg.com/news/articles/2025-01-07/china-investors-sound-alarm-over-japan-style-deflation-as-yields-hit-record-low
Bloomberg Hong Kong’s Property Distress Is Catching Up With City’s Banks
https://www.bloomberg.com/news/articles/2025-01-26/hong-kong-s-property-distress-is-catching-up-with-city-s-banks
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