SOHO: Another property developer in China takes a large sh*t – The house of cards is starting to feel a slight breeze.
Fissures in the Chinese recovery are replacing taper-tantrum jitters as the lurking threat to the emerging-market rally. Factory and consumer data due from China this week may add to evidence that the recovery in the world’s second-biggest economy is faltering.
Bear Stearns is fine. t.co/xbbTm7LJAR
— Sven Henrich (@NorthmanTrader) September 13, 2021
— Invariant Perspective (@InvariantPersp1) September 13, 2021