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Evergrande (300 billion in liabilities) Haircut of 75% Is Now a Base Case for Bond Analysts/No Bailout/Bankruptcy Advisors Hired https://www.youtube.com/watch?v=Pg5D1NAnV0Y

https://www.youtube.com/watch?v=rZNuE7ZRMmQ

https://www.youtube.com/watch?v=3jACxA1WBwQ

Chinese Data Dump Confirms Hard Landing Imminent https://www.zerohedge.com/markets/chinas-economy-suddenly-disintegrates-land-sales-crater-90

Evergrande (300 billion in liabilities) Haircut of 75% Is Now a Base Case for Bond Analysts/No Bailout/Bankruptcy Advisors Hired https://www.youtube.com/watch?v=Pg5D1NAnV0Y https://www.youtube.com/watch?v=rZNuE7ZRMmQ https://www.youtube.com/watch?v=3jACxA1WBwQ Chinese Data Dump Confirms Hard Landing Imminent https://www.zerohedge.com/markets/chinas-economy-suddenly-disintegrates-land-sales-crater-90

(post is archived)

[–] 1 pt

I keep toying with the deflationary idea and it has some merit... inflationary pressure requires a level of demand. If everyone is sick/unemployed/etc with interest rates >5% this forces everyone into a savings pattern and I don't see the demand to drive the inflation.

You could be on to something with.

[+] [deleted] 1 pt