by confoundedinterest17 As The Federal Reserve tries to fight inflation (it can’t thanks to Federal energy policies and bottlenecks), it is causing a disconnect between mortgage current coupon rate and the MBS index coupon. The disconnect is so bad that it …
by laflammaster Kaisa with $132M, Country Garden with $128M, Sunac China with $108M, and Shimao with $106M due this month. Four companies comprise 72% of all payments which total to $656M. https://twitter.com/ImJames_K/status/1479070386255974404 [Contagion] Looks like Modern Land still not being able …
by laflammaster Some China Evergrande Group bondholders have not received overdue coupon payments after the end of a month-long grace period, putting the world’s most indebted property developer on the brink of its first default on offshore notes. S&P Global …
by laflammaster Caption: November Calendar