It's Happening Again... - a podcast by Jeff Snider, Emil Kalinowski

What's bothering bonds? Several key issues starting with how everything about China is going wrong right now. The country just reported a sizable acceleration in deflation, both consumer and producer, on top of increasing problems in its money markets like repo. With those developing against a backdrop of failed stimulus, Moody's has chimed in with downgrades to its outlook for the country, for its biggest banks, even several crucial regions. Basically, it's a mess but one that is globally synchronized in what may be very surprising ways. 

Eurodollar University's Money & Macro Analysis

https://www.moodys.com/research/Moodys-affirms-Chinas-A1-rating-changes-outlook-to-negative-from-Rating-Action--PR_481753?cid=GAR9PTU7VKT2671

https://www.moodys.com/research/Moodys-changes-outlooks-to-negative-on-eight-Chinese-banks-following--PR_482777

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