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Something BIG Just Snapped in China’s Bond Market
Manage episode 506892269 series 2679639
China's yield curve is being reshaped in a way that has created confusion across the spectrum. Even policymakers at the PBOC are talking about the need to do something. However, market behavior is consistent with what we're seeing around the rest of the world and how it all relates to China finding a way out of its mess and hitting upon a real recovery.
Eurodollar University's Money & Macro Analysis
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If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else.
https://www.eurodollar.university/memberships
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Bloomberg China Bond Slump Fuels Speculation PBOC Will Resume Debt Buying
https://www.bloomberg.com/news/articles/2025-09-14/china-bond-slump-fuels-speculation-pboc-will-resume-debt-buying
Reuters Chinese money flows into bonds even as central bank warns of risks
https://www.reuters.com/markets/asia/chinese-money-flows-into-bonds-even-central-bank-warns-risks-2024-06-27/
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
1215 episodes
Manage episode 506892269 series 2679639
China's yield curve is being reshaped in a way that has created confusion across the spectrum. Even policymakers at the PBOC are talking about the need to do something. However, market behavior is consistent with what we're seeing around the rest of the world and how it all relates to China finding a way out of its mess and hitting upon a real recovery.
Eurodollar University's Money & Macro Analysis
---------------------------------------------------------------------------
If you want to see what you've been missing - and it's A LOT - then join us at Eurodollar University. Our memberships have got you covered where it comes to mastering monetary mechanics. You won't find this anywhere else.
https://www.eurodollar.university/memberships
---------------------------------------------------------------------------
Bloomberg China Bond Slump Fuels Speculation PBOC Will Resume Debt Buying
https://www.bloomberg.com/news/articles/2025-09-14/china-bond-slump-fuels-speculation-pboc-will-resume-debt-buying
Reuters Chinese money flows into bonds even as central bank warns of risks
https://www.reuters.com/markets/asia/chinese-money-flows-into-bonds-even-central-bank-warns-risks-2024-06-27/
https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU
1215 episodes
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