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Why Bond Yields Across The World Are COLLAPSING (Not What You Think)

20 min • 17 december 2023

China's growing economy and financial turmoil may seem like a world away, but it's closer than you might think. After all, bond yields aren't just plunging around the globe solely because the US may or may not end up in recession. There are far greater and more immediate concerns elsewhere right now, starting with the Chinese. What happens there matters everywhere, too. Even Economists like Paul Krugman have had to come to terms with that. 

Eurodollar University's Money & Macro Analysis

X (twitter) Kyle Bass CNBC
https://twitter.com/Jkylebass/status/1734227930933248050

CNN Even 1.4 billion people can’t fill all of China’s vacant homes, ex-official admits
https://www.cnn.com/2023/09/23/business/china-too-many-homes-for-1-4-billion-people-intl-hnk/index.html

World Bank Global Economic Prospects June 2023
https://openknowledge.worldbank.org/server/api/core/bitstreams/6e892b75-2594-4901-a036-46d0dec1e753/content

World Bank Navigating China's Post-Pandemic Growth Path
https://thedocs.worldbank.org/en/doc/cf2c1298e77c50bf1f1e7954ff560bc6-0070012023/original/China-Economic-Update-Dec23-EN.pdf

Krugman Reveals closed-door notes
https://mainichi.jp/english/articles/20160401/p2a/00m/0na/022000c

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