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 […]
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.” […]
CORPORATE LEVERAGE GOING TO GET $3T WORSE JANUARY 1 DUE TO NEW ASSET ACCOUNTING RULES A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS & PUBLIC ACCESS) READERS REFERENCE SOURCE: 02-17-19 – “$3 Trillion In New Liabilities Are About To Blindside Corporate Balance Sheets” MATASII SYNTHESIS: A massive $3 trillion in corporate liabilities is about to show up on […]
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 AMERICA’S NEXT CRISIS: A $1.6T DEBT TSUNAMI A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: STUDIES – CORPORATE DEBT & “ZOMBIFICATION” MATASII TAKEAWAYS: LOOMING DOWNGRADES $3 trillion in BBB-rated bonds (out of a total investment grade universe of $6.4 trillion) illicits growing fears that the next economic slowdown will see […]
FED URGED TO GET MORE SERIOUS ABOUT US CORPORATE DEBT RISKS A PUBLIC SOURCED ARTICLE FOR MATASII (SUBSCRIBERS-RESEARCH & PUBLIC ACCESS ) READERS REFERENCE MATA: FUNDAMENTALS – CORPORATE DEBT LEVELS 11-27-18 – Reuters – “Fed urged to get more serious about U.S. corporate debt risks” MATASII TAKEAWAYS: Scott Minerd, managing partner at Guggenheim Partners, said President John Williams […]
THE GLOBAL DISTORTIONS OF DOOM – HYPER-INDEBTED ZOMBIE CORPORATIONS The defaults and currency crises in the periphery will then move into the core. — SOURCE: 10-07-18 Charles Hugh Smith & Gordon T Long – “The Global Distortions of Doom Part 1: Hyper-Indebted Zombie Corporations” — It’s funny how unintended consequences so rarely turn out to be good. The […]
BUBBLES & ZOMBIES — SOURCE: 10-01-18 RealInvestmentAdvise, John Coumaianos – “Bubbles and Zombies” — They say nobody rings a bell at the top of the market. But whether this is the top or not, two prominent market observers and historians, Robert Shiller and Edward Chancellor, are expressing concern. ROBERT SHILLER First, Shiller warns readers not […]
POSSIBLE SUCCESSOR TO JPM’S DIMON WARNS: “ECB BOND BUYING CREATES ZOMBIE CORPORATIONS” — SOURCE: 07-18-18 Bloomberg – “ECB Bond-Buying Creates Zombie Companies, Possible Successor to Dimon Warns” — Mary Callahan Erdoes Photographer: Simon Dawson/Bloomberg The European Central Bank’s bond-buying program has created a “dangerous” environment for investors by masking risks in the market for corporate […]
RESTRUCTURING LEGEND WARNS OF CORPORATE DEBT BEING THE CATALYST FOR THE NEXT FINANCIAL “PERFECT STORM” — SOURCE: 07-12-18 ZeroHedge – “”This Is A Very Scary Scenario”: Restructuring Legend Warns Of Coming “Perfect Storm” — Two months-ago, we brought to your several very concerning quotes from some of the nation’s top restructuring bankers, of which the most […]
