TOPICS AND TIMESTAMPS:
The Next Phase 0:00
CHINA REAL ESTATE 1:55
TRADE WOES 3:58
SUPPLY AND DEMAND 8:01
$GPS INSIGHTS
#1 MAJOR DEVELOPMENTS INSIDE CHINA ARE GEARING UP
#2 EVERGRANDE PROBLEMS SPREADING TO PROPERTY SECTOR
#3 MARKETS WILL ALWAYS IGNORE RISK UNTIL TOO LATE
Market Focus Moves to Stronger Property Firms: Evergrande Update - Bloomberg
https://www.bloomberg.com/news/articles/2021-11-08/market-focus-moves-to-stronger-property-firms-evergrande-update?srnd=premium-canada
China Bond Rout Shifts From Evergrande to Other Big Developers - Bloomberg
https://www.bloomberg.com/news/articles/2021-11-08/china-bond-rout-shifts-from-evergrande-to-other-big-developers?srnd=premium-canada
China Posts Record Trade Surplus in October as Exports Surge - Bloomberg
https://www.bloomberg.com/news/articles/2021-11-07/china-posts-robust-export-growth-in-october-beats-estimate
1240x-1.png (1240×697)
https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iMlj1t4W9gNQ/v2/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE/1240x-1.png
US trade deficit record.jpg (1260×643)
https://cms.zerohedge.com/s3/files/inline-images/US%20trade%20deficit%20record.jpg?itok=rM43A0bq