Notes From Underground: Santelli Exchange — Debt & Global Bond Markets

yra7-7-15

Click on the image to watch me and Rick discuss why governments and central banks shouldn’t be paying attention to equity markets (in addition to Greece and China)

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7 Responses to “Notes From Underground: Santelli Exchange — Debt & Global Bond Markets”

  1. Kenny Says:

    page not found Yra!

  2. yra Says:

    Kenny are you on an Apple–sometimes the link on apple fails to connect

  3. yra Says:

    kenny –you were right–now it is fixed–thanks for the heads up

  4. Capitalism Hits The China Market Points and Figures Says:

    […] in a communist country-which is why Chinese capital always looks for an exit door.  I fear for who bears the blunt of the blame for the meltdown in the Chinese […]

  5. GreenAB Says:

    now that the Chinese market freezes up (more than 2tr in halted stocks) – my theory is, that wealthy Chinese might have to liquidate other holdings – gold, commodities and overseas stock holdings.

    and what about Chinese banks and investment vehicles? they might sell some overseas holdings to in order to raise cash for propping up it´s own domestic stock market.

    the media is trying to sell that China is a pretty much isolated event, but i have my doubts. any thoughts?

  6. yra Says:

    Green–as usual you stole tonight’s piece—there has been massive Chinese liquidation,and I BELIEVE much of it has come from the shadow banks in China as the collateral has eroded and forced short hedging or actual selling of the underlying—this is the ultimate concept of positive and adverse feedback loops that play havoc with global credit markets—the impact of Lehman was not the net amount involved but the use of collateral that exploded as prices went up and imploded when the collateral was called and buyers for the assets were not to be found

  7. GreenAB Says:

    thanks Yra! i´m looking forward to your next piece. expecting strength in Chinese stocks coupled with weakness in US stocks for the next couple of days.

    i´m curious if the S&P will be allowed to correct. i referred to this piece before, and i do it again, since nobody is talking about PORTFOLIO BASED LENDING in the US: http://fortune.com/2014/12/10/securities-based-lending-banks/

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