Check out the accompanying pdf and chart collection. (1) China’s Evergrande panic attack hits global stock markets. (2) Crash course in Evergrande. (3) “Massive” describes its scale, debt, and crisis. (4) Will it’s rescue also be massive? (5) Lehman or LTCM? (6) China should be building more nursing homes than apartment buildings. (7) Betting against a credit crunch. (8) Bullish for the dollar, bearish for commodity prices.
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