OECD: “NOW 536 ZOMBIE CORPORATIONS (13% OF WORLD)” — MATASII RESEARCH ANALYSIS & SYNTHESIS — In 2018, the number of “zombie” companies, defined as companies with profits (EBIT) less than interest payments totaled 536, not far off the highs seen during the Global Financial Crisis (626). At 536, the number of zombie companies in the world […]
THERE’S NO SUGARCOATING CORPORATE DEBT A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: FUNDAMENTALS SOURCE: 03-12-19 – Bloomberg, John Authers – “There’s No Sugarcoating Corporate Debt” MATASII SYNTHESIS: Debt with the highest AAA ratings has almost ceased to exist. The greatest increase in debt volume by far has come in the lowest-quality investment-grade […]
A HISTORY: FED VS ECB POLICIES (ZOMBIFICATION OF EUROPE’S BANKS) A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 03-06-19 -Gunther Schnabl and Thomas Stratmann via The Mises Institute, Fed Policy vs. ECB Policy: A Comparison – “The Progressive Zombification Of Europe’s Banks” MATASII SYNTHESIS: In the euro area, shaky banks survive because […]
GLOBAL “ZOMBIFICATION” RELENTLESSLY CONTINUES WHILE SHOCKINGLY BEING UNDER REPORTED A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-17-19 – ZeroHedge – “A World Full Of Zombies: Global Revenue Growth Has Collapsed” MATASII SYNTHESIS: We continue to witness the collapse in long-term real global GDP growth, which is now at a “historical low.” […]
CHINESE “ZOMBIE” CORPORATIONS ROCKED BY TWO BIGGEST DEFAULTS YET! A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-11-19 – “China Rocked By Two Biggest Corporate Defaults Yet” MATASII SYNTHESIS: CHINA MINSHENG INVESTMENT GROUP A private investment group with interests in renewable energy and real estate, Failed to make a Feb. 1 bond […]
CORPORATE DEBT IS REACHING RECORD LEVELS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: STUDIES – CORPORATE DEBT & “ZOMBIFICATION” SOURCE: 12-29-18 – WSJ – “Corporate Debt Is Reaching Record Levels” YOUR MATASII RESEARCH TAKEAWAYS: CORPORATE DEBT GROWTH U.S. corporate debt has climbed to roughly 46% of gross domestic product, the highest […]
BIGGEST PROBLEM FOR GLOBAL ECONOMY IN 2019 WON’T BE THE US-CHINA TRADE WAR A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: STUDIES – CORPORATE DEBT & “ZOMBIFICATION” SOURCE: 12-29-18 – FORBES: Panos Mourdoukoutas – “The Biggest Problem For The Global Economy In 2019 Won’t Be The US-China Trade War” YOUR MATASII RESEARCH […]
LOOMING DISTRESSED DEBT PROBLEMS WILL BE ‘CENTER STAGE’ IN 2019 AS RECESSION WORRIES MOUNT A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: STUDIES – CORPORATE DEBT & ZOMBIFICATION 12-20-18 – Bloomberg – “Corporate Debt Crises Could Come Faster and Harder in 2019” MATASII TAKEAWAYS: In 2019 some issuers may quickly unravel, Toys […]
SHADOW BANKING HAS AGAIN MASKED RISK THROUGH DEBT RATINGS, COLLATERAL TRANSFORMATION & CLO’S, A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: DRIVERS – CREDIT 12-22-18 – “Is This ‘Tinder For Corporate Credit’ The Latest Harbinger Of A Debt Implosion?” MATASII TAKEAWAYS: Wells Fargo and JPM are presently stuck with more than $400 […]
NOW THE BIS ALSO FEARS “BULGE OF BBB DEBT” & A “FINANCIAL CYCLE” DEFAULT WAVE A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE 12-18-18 – MishTalk: Mike Shedlock – “BIS Fears “Bulge Of BBB Debt” and “Financial Cycle” Default Waves” MATASII TAKEAWAYS: In its 4th quarter review, the BIS is concerned about the […]
