The Week That Was (19th -25th September, 2021)
Evergrande: More deflationary headwinds
Evergrande: More deflationary headwinds
What does Kyle Bass and Jim Chanos do when China is humming along?
They both came out of hiding this week to explain that China was on the edge of an abyss.
It might be.
But it probably isn’t.
The Evergrande crisis is more like the well-planned Greek crisis than Lehman Brothers.
Perhaps, that is why credit spreads didn’…
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