50 min listen
CLO Markets are on the Collapsing (liquidations starting)
CLO Markets are on the Collapsing (liquidations starting)
ratings:
Length:
21 minutes
Released:
Mar 24, 2024
Format:
Podcast episode
Description
It isn't prospective rate cuts, the downward bias in market interest rates comes from real risks in the global system. The biggest of those are US commercial real estate (CRE) and China. Key developments in both show that the situation is fragile and that difficulties are serious even if playing out mainly in the shadows. Eurodollar University's Money & Macro AnalysisBloomberg Real Estate Pain Is Showing Up in an Obscure Investment Producthttps://www.bloomberg.com/news/articles/2024-03-19/real-estate-pain-is-showing-up-in-collateralized-loan-obligations-closBloombergTV with Carson Blockhttps://www.bloomberg.com/news/videos/2024-03-19/carson-block-warms-to-blackstone-mortgage-trust-short-videoBloomberg Short Seller Block Says He’s Even ‘More Bearish’ on Blackstone Mortgage Trusthttps://www.bloomberg.com/news/articles/2024-03-19/block-says-he-s-even-more-bearish-on-blackstone-mortgage-trustSCMP China Vanke secures US$194 million loan from Industrial Bank in brief respite for troubled property developerhttps://www.scmp.com/business/article/3256021/china-vanke-secures-us194-million-loan-industrial-bank-brief-respite-troubled-property-developerhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
Released:
Mar 24, 2024
Format:
Podcast episode
Titles in the series (100)
Reading Tea Leaves: Econometrics? Sure. But are you familiar with the study of tasseomancy? Never given it any serious thought? Then how can you possibly understand the Chinese economy? by Eurodollar University