TOPICS AND TIMESTAMPS:
The Catalyst 0:00
NEXT EVERGRANDE 1:06
CHAOTIC COLD 5:40
AFTER FOOD INFLATION 8:41
$GPS INSIGHTS
#1 COUNTER PARTY RISK IS THE ISSUE WHICH CAUSED HAVOC IN 2008
#2 LOCKDOWNS ARE HAPPENING AGAIN SPROUTING CONCERN
#3 WORRY ABOUT MASS STARVATION AND RIOTS IS TOP PRIORITY
China debt concerns: Property developer Kaisa halts Hong Kong trading
https://www.cnbc.com/2021/11/05/china-debt-concerns-property-developer-kaisa-halts-hong-kong-trading.html
kaisa 1638.jpg (1261×659)
https://cms.zerohedge.com/s3/files/inline-images/kaisa%201638.jpg?itok=E4dHG7Hx
Chinese developer Kaisa unit misses payment, debt worries mount | Reuters
https://www.reuters.com/business/chinese-developer-kaisa-plunges-poor-oct-sales-add-liquidity-worries-2021-11-04/
china junk bond yields 11.4.jpg (1260×639)
https://cms.zerohedge.com/s3/files/inline-images/china%20junk%20bond%20yields%2011.4.jpg?itok=6mjv8XsT
Cold air forecast to sweep from north - Chinadaily.com.cn
http://global.chinadaily.com.cn/a/202111/05/WS61848656a310cdd39bc737ae.html
Snag_132eb5f7.png (1143×470)
https://cms.zerohedge.com/s3/files/inline-images/Snag_132eb5f7.png?itok=ttkBPDXL
Pay attention to cold and warm! The temperature in the central and eastern parts of this winter is generally colder-Xinhua English.news.cn
http://www.news.cn/local/2021-11/04/c_1128029887.htm
From Wheat to Vegetable Oils, Food Prices Climb 3% Near Record High - Bloomberg
https://www.bloomberg.com/news/articles/2021-11-04/global-food-prices-extend-surge-to-pile-on-inflation-pressure
1240x-1.png (1240×697)
https://assets.bwbx.io/images/users/iqjWHBFdfxIU/idQsJe7srzrI/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png
Higher Fertilizer Prices Mean More Food Inflation - Bloomberg
https://www.bloomberg.com/news/articles/2021-11-03/higher-fertilizer-prices-mean-more-food-inflation
Meat 'sticker shock' looms as US$3,000 bonuses fail to end worker shortfall - BNN Bloomberg
https://www.bnnbloomberg.ca/meat-sticker-shock-looms-as-3-000-bonuses-fail-to-end-worker-shortfall-1.1676898
Evergrande Has a Grim Lesson for China’s Path on Climate - Bloomberg
https://www.bloomberg.com/opinion/articles/2021-11-04/evergrande-has-a-grim-lesson-for-china-s-path-on-climate?srnd=premium-canada
