fantasia reportedly was unexpected and resulted more or less in chinese real estate starting to get locked out of international markets some numbers i roughly remember:https://twitter.com/EricMertz_KC/status/1448460489642684418 …
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yields on international chinese real estate debt are up to something like 15%, purchases by intl buyers are stalling out something like only 10-20% of the sectors debt is international so maybe they could make up for it domestically by CCP fiat, but all of it all at once? dicey
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evergrande isnt even responding to inquiries from intl lenders technically theyre still in a grace period before proper default but this seems Highly Irregular and my expectation is that intl lenders are gonna be just SOL
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reportedly china is pretty sealed up financially so maybe this is like a bomb going off inside a bunker, sucks if you're in the bunker but maybe ok if you're outside maybe maybe
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reportedly something like $100B in intl bonds from chinese real estate coming due before end of year INTERESTING TIMES
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Replying to @eigenrobot
one thing that I stopped really paying attention to but probably should not have: are all the pigs still dying in China?
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Replying to @eigenrobot
chase patterson Retweeted Meghan Davis
Uh oh, sounds like the pigs are dying everywherehttps://twitter.com/meghandavisdvm/status/1448380436363845637 …
chase patterson added,
Meghan Davis @meghandavisdvmAnother great piece by@marynmck on why the US should be worried about African Swine Fever#OneHealth https://www.wired.com/story/another-global-pandemic-is-spreading-among-pigs/?utm_source=twitter&utm_medium=social&utm_campaign=onsite-share&utm_brand=wired&utm_social-type=earned … via@wired1 reply 1 retweet 3 likes
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