/biz/ - Business & Finance

>>11987042
>Doesn't matter unless yields and liquidity are struggling (they're not current)
We are already seeing liquidity problems in emerging economies, and the fact that some of the latest market downturns had no clear trigger also points to liquidity issues.

>Show me that metric.
Experion Indexes show auto and mortgage defaults increasing this quarter. Not crisis levels, yet, but a strong shock somewhere in the economy could easily put things over the edge when we're this over leveraged. https://us.spindices.com/additional-reports/all-returns/index.dot?parentIdentifier=d7cded81-5f32-4509-b55f-bd3d2378d6b0&sourceIdentifier=index-family-specialization&additionalFilterCondition=

>Yes, as they have for several years now, which has given time for investors to begin winding down their exposure in EM
This isn't just a stock market issue. Demand is falling in emerging markets and China is developing similar issues. A lot of american companies rely on these buyers.

>You're just speculating.
Retained earnings are falling hard for Apple, Netflix and Amazon are both going to face big new competition from Disney's streaming service. Amazon is also facing lots of deep labor issues world wide. Both amazon and apple face large trade war risks. Google and facebook are probably going to be ok, I guess, but european regulatory action poses some problems so idk.

>Confusing cause with correlation.
There's a reason I didn't say the word trigger. Rather, the profits made these crisis as bad as they were and thus defined them in a way.