QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
358 Views
Spike in Shorts on Consumer Discretionary and Staples - Fast Retailing, Shiseido, Kao, FamilyMart
The short notional in the market for the data released 10 March is US$24.94bn (up by US$1.92bn excluding FX movements) with the largest short...
304 Views
Risks In Leveraged Lending Have Skyrocketed - Watch For The Massive Offload
Oil Weakness To Spur Increased Risk to Leveraged Loan Markets:In light of oil prices declining 21% over the day as a result of the strained...
328 Views
Elliott & BEA: "Fiefdom" On Pause
Just two months before Elliott Management and Bank Of East Asia (23 HK) head back to court to arbitrate on BEA's purported overarching relationship...
662 Views
Bank of East Asia - Trail of Tears For Chinese Developer Loans
Chinese Real Estate Risk:Mainland China’s debt-laden developers were already facing a cash-crunch, but the corona virus outbreak has exacerbated...
306 Views