Rates rising in China repo market = major funding source for overextended shadow banks with major maturity mismatch… https://t.co/oIAZwXlvUV
Chartbook: Worries about commercial real estate, killer fungus, Swiss machines & the rise of Texas adamtooze.substack.com/p/worries-abou…
March 21, 2023
Chartbook: Worries about commercial real estate, killer fungus, Swiss machines & the rise of Texas adamtooze.substack.com/p/worries-abou…