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Tensions are rising. Aggressive actions are becoming commonplace. This isn't just sabre-rattling and posturing as war is a real possibility. It's not difficult to see why, at least what some of the motivation is. China's central bank is publicly discussing even more highly unusual steps to try to reign in the unfolding financial and economic backlash which was just confirmed by even more data. Eurodollar University's Money & Macro Analysis Bloomberg US Commander Warns China Is Fast Becoming More Aggressive in Region https://www.bloomberg.com/news/articles/2024-04-23/us-commander-warns-china-is-fast-becoming-more-aggressive-in-region Bloomberg Xi’s Cryptic Bond Comments Hint at PBOC Becoming More Like Fed https://www.bloomberg.com/news/articles/2024-04-01/xi-s-cryptic-bond-comments-hint-at-pboc-becoming-more-like-fed CNBC Philippine president says killing of a Filipino in South China Sea clash would be ‘very close’ to act of war https://www.cnbc.com/2024/05/31/ferdinand-marcos-jr-philippine-president-talks-red-lines-in-south-china-sea.html Bloomberg Marcos Swipes at China, Vowing Not to Yield in Disputed Sea https://www.bloomberg.com/news/articles/2024-05-31/marcos-swipes-at-beijing-in-vow-to-not-yield-in-south-china-sea Bloomberg China Ramps Up Warning on Bond Frenzy https://www.bloomberg.com/news/articles/2024-05-31/china-ramps-up-warning-on-bond-frenzy-with-pboc-selling-in-focus Dow Jones Chinese State Media Hint at Possible PBOC Bond Selling https://www.morningstar.com/news/dow-jones/202405311908/chinese-state-media-hint-at-possible-pboc-bond-selling Nikkei Asia Foreign direct investment in China falls to 30-year low https://asia.nikkei.com/Economy/Foreign-direct-investment-in-China-falls-to-30-year-low https://www.eurodollar.university Twitter: https://twitter.com/JeffSnider_EDU |