TOPICS AND TIMESTAMPS:
Big Shock 0:00
OIL TO 90? 0:45
NO UK CHRISTMAS? 6:55
EVERGRANDE SPREAD 9:40
$GPS INSIGHTS
#1 MEGA CAP STOCKS HAVE RISEN WHILE THE ECONOMY STAYS WEAK
#2 DEMAND HAS BEEN PULLED FROM THE FUTURE, OFFSETTING ISSUES
#3 INVESTORS KEEP FAITH IN CENTRAL BANKS FIAT INFLATION MAKER
oil price forecasts raised.jpg (610×492)
https://cms.zerohedge.com/s3/files/inline-images/oil%20price%20forecasts%20raised.jpg?itok=CIoIiyS_
demand surge.jpg (829×779)
https://cms.zerohedge.com/s3/files/inline-images/demand%20surge.jpg?itok=g9M5Cb1-
mobility gs.jpg (615×504)
https://cms.zerohedge.com/s3/files/inline-images/mobility%20gs.jpg?itok=gl1K-mU1
China Power Crunch Is Next Economic Shock Beyond Evergrande - Bloomberg
https://www.bloomberg.com/news/articles/2021-09-25/china-s-power-crunch-is-next-economic-shock-beyond-evergrande?sref=ZMFHsM5Z
24544.jpeg (1200×1200)
https://cdn.statcdn.com/Infographic/images/normal/24544.jpeg
Supply Chain Financing Is a Bigger Risk to China Than Evergrande - Bloomberg
https://www.bloomberg.com/opinion/articles/2021-09-26/supply-chain-financing-is-a-bigger-risk-to-china-than-evergrande
(2) Javier Blas on Twitter: "BEYOND PETROLEUM: A rather unscientific survey, but just visited 5 BP stations in West London, and all but one were dry (and the one that still had some availability had only gasoline but no diesel). Officially, BP says 30% of its network has no fuel #OOTT https://t.co/p1zuyujtgf https://t.co/5WLsv55fAG" / Twitter
https://twitter.com/JavierBlas/status/1442134125230518277?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1442134125230518277%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fcommodities%2Fgasflation
Britain has 10 days to save Christmas, retail sector says | Reuters
https://www.reuters.com/world/uk/britain-resolve-trucker-shortage-swiftly-minister-says-2021-09-24/
Car Unit’s Stock Volatile; Listing Scrapped: Evergrande Update - Bloomberg
https://www.bloomberg.com/news/articles/2021-09-27/car-unit-scraps-listing-plan-fund-shortage-evergrande-update?utm_source=google&utm_medium=bd&cmpId=google
Asia markets: Evergrande stocks in Hong Kong slide
https://www.cnbc.com/2021/09/27/asia-markets-china-industrial-profits-for-august-evergrande-group-germany-election-currencies-oil.html
Debt-Limit Standoff Could Force Fed to Revisit Emergency Playbook - WSJ
https://www.wsj.com/articles/debt-limit-standoff-could-force-fed-to-revisit-emergency-playbook-11632661200
inflows into US funds.jpg (708×446)
https://cms.zerohedge.com/s3/files/inline-images/inflows%20into%20US%20funds.jpg?itok=vd25BXNk
Central Bank Digital Currencies to Be Tested in BIS Experiment - Bloomberg
https://www.bloomberg.com/news/articles/2021-09-02/central-bank-digital-currencies-to-be-tested-in-bis-experiment
Who Owns Your Life Insurance Policy? It Might Be a Private-Equity Firm - WSJ
https://www.wsj.com/articles/insurance-policy-private-equity-11632236526?mod=hp_lead_pos5
Crypto-Trading Hamster Performs Better Than Warren Buffett And The S&P 500 : NPR
https://www.npr.org/2021/09/25/1040683057/crypto-trading-hamster-goxx-warren-buffet-s-p-500
