Alan Brazil SOM Macro

The Case For Residential Mortgage REITs

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Step 1: Macro Theme: The Case For Residential Mortgage REITs– Residential mortgage REITs are cheap because they represent buying Resi assets at distressed levels at a discount Step 2: Fundamental Economic Framework –  Sell-off in residential mortgage REITs have followed the sell-off in the entire mREIT market –  Sell-off in residential mortgage REITs reflects the impact of the dislocation in the underlying resi assets and the resulting margin calls during the last week of March REITs are a leverage strategy with leverage funded with short-term repo Sell-offs in the underlying resi
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Brad Setser@Brad_Setser·
3h

The second quarter of 2020 is the first quarter in a long time where the combined increase in the net foreign assets of the PBOC and the state banks came close to $100b -- a typical sum back in the days when China was actively resisting appreciation pressure

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Retweet on Twittergabriel wildau Retweeted
Lei Gong@gonglei89·
21h

I, for one, find China’s current policies in Xinjiang deplorable, but this thread gets straight to the heart of how the discourse on Xinjiang is getting derailed and why many Chinese people who would otherwise support criticism on XJ feel alienated and even attacked on the topic. https://twitter.com/chengxinpan/status/1310336009624719360

Chengxin Pan@ChengxinPan

them, using all sorts of techniques and name-calling. Again there is nothing good faith about those kinds of behaviours. Research in good faith also entails comparing China's policy to similar policies in other countries: if these are concentration camps, then do please compare

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Retweet on TwitterAndres Borenstein Retweeted
Econviews@econviews·
3h

[ACTIVIDAD ECONÓMICA]

- En julio continuó recuperándose (1.1% m/m), aunque a menor ritmo que en mayo y junio, y todavía se encuentra 11.6% debajo de febrero

- En términos interanuales, el indicador oficial se contrajo 13.2%

- En el acumulado la caída fue de 12.6%

@kiguel

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Retweet on TwitterTobias Harris Retweeted
Patrick Wyman@Patrick_Wyman·
27 Sep

Speaks to breakdowns of civic-mindedness, lack of central authority, subversion of institutions, and a whole bunch of other not-great things. Tax evasion is a wonderful proxy marker.

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Retweet on TwitterPoliarquía Retweeted
ReperfilAR@reperfilar·
25 Sep

El Director de la consultora @Poliarquia_, Eduardo Fidanza explica los problemas que atraviesa la Argentina y dónde podría estar la recuperación de la iniciativa del gobierno.
@CanalNetAr @perfilcom

https://www.perfil.com/noticias/reperfilar/columna-fidanza-24092020.phtml

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Andres Borenstein@Coloboren·
10h

Para el turno mañana, va el link a La Economía en 3 minutos. Esta semana "La cuarentena desigual". El mercado de trabajo derretido y suba de desigualdad pasaron casi desaparcibidos en una semana caótica.

https://anchor.fm/andres109/episodes/La-cuarentena-desigual-ek8dss

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