Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
David Ingles Profile picture
David Ingles
@DavidInglesTV
Non-award winning journalist. Host of the China show. Chief Markets Editor @BloombergTV APAC. Opinions Mine. No investment advice. No endorsements.
May 20 • 7 tweets • 3 min read
The China housing market story in charts. A thread.

Chinese property stocks are on an epic, four-week tear. Last week, the index rallied 23%, best week in ~16 months Image Chinese property stocks have rallied 75% over just a few weeks. Here's a crazier stat. After that 75% rally, share prices overall remain 75% below the 2018 peak Image
Apr 19 • 4 tweets • 3 min read
Something’s triggering a massive move out of risk assets and into havens right now.

Gold, Yen up. Oil up. US futures drop


Image
Image
Image
Image APAC stocks -1.6% Image
Jan 6, 2023 • 4 tweets • 2 min read
Breaking News: China is planning to relax leverage restrictions among property developers. This refers to the "Three Red Lines" and may constitute a MAJOR shift in policy.

Details soon. Markets turning. Copper moving too after the breakings news on China's property sector.
Jan 4, 2023 • 4 tweets • 2 min read
Alibaba up 8%. China tech rallies alongside $BABA

Why? Chinese officials gave Ant the greenlight to raise capital

bloomberg.com/news/articles/… Image China property stocks surging.

Bloomberg scoop that China is weighing ways to shore up the balance sheets of "too-big-to-fail" developers

bloomberg.com/news/articles/… Image
Sep 26, 2022 • 5 tweets • 2 min read
UK Gilts start trading in 5 minutes and I'm afraid to even look Goodness. Gilts are getting slammed against a wall. Yields up 20BPS across THE ENTIRE CURVE
Jul 16, 2022 • 10 tweets • 4 min read
This is a super important story right now. Every single economist I’ve had on shows is following this extremely closely.

bloomberg.com/news/storythre… Image Chinese banks reported late last week extent of bad loans related to this specific exposure. The banks said risks are controllable.

bloomberg.com/news/articles/… Image
Mar 29, 2021 • 4 tweets • 2 min read
Just a few examples of some vessels that have changed course and headed the long way around Africa. Current snapshot of pretty much all the vessels (tankers, dry cargo/passenger, bulk carriers specifically) out there right now.

Map from @TheTerminal
Apr 27, 2020 • 4 tweets • 2 min read
BOOM. Bank of Japan enables unlimited bond buying. The Bank of Japan going all in pretty much:

- removes limits on JGB buys
- raises limits on corporate bond, CP buys
- removes price momentum from forward guidance

Looks like one of the world's biggest "bond funds" is about to get bigger.