Türkiye (ve dünya) ekonomisi çöküyor

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PBOC inject net 310bn yuan via OMO on Thursday, 4th consecutive day of net inject The central bank's net inject earlier this week: Wed: 220bn Tue:140bn Mon 150bn

Miktar gitgide artmakta, birde bu sıklıkta ... sonuç olarak neye gebe oldugu yakında ortaya cıkar.

not : USD/CNY 6.63636

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Mortgage debt surged 4.2% year-over-year, to $9.19 trillion, still shy of the all-time record of $10 trillion in 2008 before it all collapsed.
Student loans surged by 6.25% year-over-year to a record of $1.36 trillion.
Credit card debt surged 8% to $810 billion.
Other surged 5.4% to $390 billion.
And auto loans surged 6.1% to a record $1.21 trillion.

http://www.businessinsider.com/consu...s-rise-2017-11




araba kredisinin ödemesini 90 gün geciktirenlerin yüzdesi

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Yields on sovereign debt and top-rated local corporate notes have climbed to the highest level in three years as a deleveraging campaign gathered pace. With more than $1 trillion of local bonds maturing in 2018-19, it will become increasingly expensive for Chinese companies to roll over financing. State criticism that Moutai -- one of the most popular stocks among investors -- had risen too fast this year added to investor jitters.

https://www.bloomberg.com/news/artic...stors-cut-risk

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UBS'in yayınladıgı raporda 2007-2008 krizinde ki mudahalenin aynı ölçüde bugun verilmesi için MB'ları faizleri -5% indirmeleri gerecekmiş... bunun anlamı fiziki aktiflerin uçması, Da vinci'nn bir tablosu bundan 2 hafta önce 450 M$ alıcı buldu...

Pointing to a chart from the outlook, the banks economists note that global central banks, if they needed to respond as robustly as they did during the 2007-08 crisis, would be forced to drop interest rates as low as -5%. That is quite simply something that has never happened before.

http://www.businessinsider.com/ubs-i...crisis-2017-11

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Çin'in borcu GSMH 250% üstünde, cin konumist kongresi 1.5 ay önce tamamlandı artık sıkışlatırma gelir...

“When there are too many pro-cyclical factors in an economy, cyclical fluctuations will be amplified,” Zhou Xiaochuan, governor of the People’s Bank of China, said at a meeting on the sidelines of the*Communist party gathering in Beijing. “If we are too optimistic when things go smoothly, tensions build up, which could lead to a sharp correction, what we call a ‘Minsky Moment’. That’s what we should particularly defend against.”*

A Minsky moment, named after the late US economist Hyman Minsky, occurs when hidden risks in an economy suddenly manifest themselves and asset prices slump, leading to defaults. Minsky believed that financial markets were*inherently unstable because periods of prosperity lead to excess optimism and irresponsible debt-funded investment.

https://www.ft.com/content/4bcb14c8-...8-73d59db9e399

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Borsaların neden düşme eyilimine girmedigi, tahvillerin neden kıpırdamadığı acıklaması ...tüm Merkez bankaların (fed, Amb, vs.. ) QE'si çin'lierin gerisinde kalması...

Chinese banks extended 1.12 trillion yuan ($169.27 billion) in net new yuan loans in November, data from the People Bank of China showed on Monday, well above analysts expectations.

https://www.reuters.com/article/chin...-idUSL3N1OB3EP

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ESMA (The European Securities and Markets Authority), cfd ve forex'in kaldıraç oranları düşürülmesi yönünde rapor sunmuş.

https://financefeeds.com/esma-opens-...ions-offering/

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Fed QE 3'de, bir ayda matbaa'nın bastıgı 40$ milyardı. Çin 2018 yılı için yanı bir aylık...

China's central bank has injected nearly 2 trillion yuan (320 billion U.S. dollars) into the monetary market via a new liquidity support tool to meet rising cash demand ahead of the Spring Festival holiday.

http://www.xinhuanet.com/english/201..._136962750.htm