Matthew Phan
@mattphan1891
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Bank Corp Treasury. Ex-Asia financials analyst at CreditSights & China watcher.
Joined November 2015
Repo turmoil is a symptom of a much bigger problem https://t.co/aRiDpjchOb via @financialtimes - best succinct explanation i've seen yet
ft.com
Liquidity has been pooled at the big banks — not the participants that need it
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Quite the quote from a man who has devoted much of his life to promoting US-China dialogue. (via @comradewong on Bloomberg's relocation of New Economy Forum from Beijing to Singapore: https://t.co/ysbjHi6QmW)
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One Belt One Road - How China Got Sri Lanka to Cough Up a Port
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A suddenly declining RMB, restrictions on selling Chinese stocks, a Greek debt deal, OPEC pumping more oil....Did I rejoin Twitter in 2015?
🇨🇳 #China told brokerages to seek government approval before selling large chunks of stock that have been pledged as collateral for loans, people familiar with the matter said - Bloomberg
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So many banks are loaded up on JGB HQLAs that if China ever decides to attack Japan, all other countries would lobby them not to. Maybe that's the Japanese QE-as-national-defense plan.
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What Happens When a Bad-Tempered, Distractible Doofus Runs an Empire?
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What’s the best way to avoid regrets? | Oliver Burkeman
theguardian.com
Unpursued dreams have a tendency to stay in the background, gnawing at you, until suddenly it’s too late
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The bizarre story of China's U-shaped line - it's really just a series of mistakes. The story finally published in 'Modern China' - by me. The Modern Origins of China’s South China Sea Claims: Maps, Misunderstandings, and the Maritime Geobody
journals.sagepub.com
This article offers a new account of the development of China’s territorial claims in the South China Sea. It argues that a collective Chinese belief in a “hist...
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Yes, this turtle has green hair. Yes, it breathes through its genitals when it's underwater for a long time. And the Mary River turtle is ranked as among the most endangered reptiles in the world.
nytimes.com
Getting on the endangered list issued by the Zoological Society of London isn’t actually about looks. Creatures have to be evolutionarily distinctive, not just weird.
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Its not tighter monetary policy causing the onshore bond sell off, its fin regulation forcing shadow bank deleveraging
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Chinese banks issue loads of T2 in onshore RMB but practically no AT1 in 2017; AT1 issuance has gone to offshore USD markets
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2/2 乱 - the searing, multi generational, semi permanent, socio economic splits that accompany deindustrialization
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1/2 Reading of steel mill closures in the US midwest in The Unwinding by George Packer, thinking China is less pro stability than fearing 乱
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Where is China’s development finance really going? https://t.co/bgFX3GSF7X via @BrookingsInst new data shed light on China's lending
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Classic Shin/BIS: why 2008 was not a crisis of $+ macroecon imbalances but a crisis of $ funding of European banks https://t.co/OuHiKVLNj0
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This.
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Yes.
The True Deficit with China is Not With Trade but with mutual knowledge: https://t.co/L23yLu71Ty
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