Michael Canning

Michael Canning

Michael has a Masters's Degree in Leadership and Juris Doctorate. After working in private business for 10 years, he started writing. He covers law, business, startups, and technology. One of his passions is researching disruptive technology in business. [email protected]

12 thoughts on “BNP Paribas WM 'Moderate Overweight' Stocks: Bhayani

  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    Already, developers such as Sunac China Holdings Ltd. and Guangzhou R&F Properties Co. have plunged in trading, while their bond yields have soared. Some 12 real estate companies have reported bond defaults in the first half of this year, amounting to 19 billion yuan, according to Moody’s Investors Service.

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    AGAIN THE HEDGE OF INFLATION IS 'GOLD', ITS INVESTORS HAV NOT THAT MUCH LEVERAGED AT ALL COMPARED TO STOCK MAKRET'S INVESTORS AND CRYPTO COINS SPECULATRORS!!!!!!!!!!!!!!!!!! MEANS NO PROBLEM TO HEDGE AGAINST THE INTEREST RATE – HIKING IN LINE WITH THE US 10 YR BOND YIELD'S HIKING!!!!!!!!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    AGAIN TIME TO SELL OFF ALL OF YOUR RMB + H.K!!!!!!!! H.K$'S PEG SYSTEM HAS BEEN BROKEN NOW!!!!!!! IT'S ALL BECAUSE OF CHINESE FINANCIAL SYSTEMIC RISK!!!!!!!!!!!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    INDEED THE SYSTEMIC RISK OF CHINESE FINANCIAL MARKET AND HONG KONG FINANCIAL SYSTEM IN CONNECTED WITH CHINA HAVE STARTED IN A FULL SCALE!!!!! THERE IS NO WAY TO AVOID THE SYSTEM COLLAPSE!!!!! LOOK AT THE REALITY!!!!!!!!!!! WE ARE HEADED INTO A SEVERE STAGFLATION!!!!!!! MEANS MUCH HIGHER INTEREST RATE IS LOOMING AND LOOMING!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    THERE ARE AT LEAST 5-6 EVERGRANDES IN CHINA RIGHT NOW!!!!!! WHO DENIES THE FACT?!!!!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    IT IS JUST LIKE A SPRING THAT IF YOU PUT PRESSURE ON IT MORE AND MORE, IN THE END IT WILL BOUNCE BACK MUCH STRONGER AND STRONGER!!!! SAME EFFECT IS HAPPENING IN THE US 10 YR BOND YIELD AND THE INFLATION CURVE!!!!!!! THAT'S WHY I'VE SAID MANY TIMES IT'S FINALLY TIME TO BUY 'GOLD' IN LCONNECTION WITH THE OIL PRICES!!!!!!! IT WILL BE GOING UP TO THE LEVEL OF 4K FROM WHERE IT IS NOW!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    LET ME TELL YOU ONE FACT THAT WHETHER YOU AGREE OR NOT THE ENERGY PRICES ARE GOING UP AND UP!!!! IN CASE OF ALL OF BENCHMARK OILS WILL BE LANDING IN THE RANGE OF 80$ BB/L VERY SOON THIS MONTH = (NO LATER THAN 14TH OF OCT) !!!! INDEED THE OIL PRICES ARE GOING UP AND UP INTO THE EARLY OF NEXT YEAR REGARDLESS OF THE US 10YR BOND YIELD'S DIRECTION EITHER SOUTH OR NORTH <—— THIS IS A DEFINITION OF SEVERE STAGFLATION, COMING TO, IN FACT IT ALREADY HAS ARRIVED HERE TO HIT THE US ECONOMY AND THE WORLD ECONOMY!!!!!!!!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    AGAIN ULTIMATELY THE SEVERE STAGFLATION PUSHES UP AND UP OF THE US 10 YR BOND YIELD BECAUSE THE US FED HAS TOOOOOOOOO MUCH PROTRACTED ITS TAPERING AND IT HAS BEEN DOING (STILL) TOOOOOOOOOOOO MUCH QE(S) INTO THE MARKET SYSTEM!!!! AS A MATTER OF FACT THAT THE US FED'S QE(s) ONLY HAVE BUBBLED ASSET MARKETS SUCH AS REAL ESTATE INDUSTRY + STOCK + BOND MARKETS BUT IT HAS NOT ACTUALIZED ANY REAL ECONOMIC GROWTH IN US AND WORLD!!!! SO IF THE US 10YR BOND YIELD IS HEADED DOWN MEANS MORE AND MORE FROTH IS GROWING INTO THE SEVERE STAGFLATION!!!! I BELIEVE THAT THE US FED KNOWS VERY WELL NOW AND IT HAS NO OTHER OPTIONS BUT TO STOP ITS QE ASAP!!!!!!!!! MEANS THE US 10YR YIELD HAS NO OTHER OPTIONS BUT TO GO UP WITH THE HIKING OF OIL PRICES = THE STAGFLATION!!!!!!!!!!!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    YOU WILL SEE SEP NON-FARM PAYROLLS REPORT WITH MUCH LOWER JOB CREATIONS, WELL LESS THAN 500K MEANS ANOTHER PROOF OF THE US CPI CANNOT ABSORB THE NUMBERS OF THE PPI!!!! IN OTHER WORDS THE 4Q OF US GDP GROWTH WILL BE MUCH LOWER THAN MARKET'S EXPECTATIONS THAT IT WILL BE EVEN LESS THAN 3.0% COMPARED TO THE SAME PERIOD OF LAST YEAR!!!! MEANS A SEVERE STAGFLATION!!!!!!!!!!!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    LAST YEAR 4Q THE OIL PRICE WAS AROUND 50$ BB/L BUT NOW IT IS GETTING INTO 80$ BARREL MEANS COMPARED TO LAST YEAR THE COST OF ENERGY HAS SOARED UP MORE THAN 60% IN THE US ECONOMY IN OTHER WORDS THE US 10 YR YIELD IS TOOOOOOOOOOOOO LOW TO CATCH UP WITH THE INFLATION!!!!!! IT MUST BE OVER 2.5% -3.0% NOW BUT STILL IT IS AROUND 1.5% THAT'S INSANE AND IT IS CAUSING IN FACT MORE AND MORE PROBLEMS IN ESP US ECONOMY LIKE A SEVERE STAGFLATION!!!!!!!!! EVEN IF IT IS GOING TO BE 1.75% -1.825% BEFORE END OF OCT, BUT IT STILL TOOOOOOOO LOWER TO DEAL WITH THE CURRENT INFLATION!!!!!

    Reply
  • Avatar
    April 7, 2022 at 2:50 pm
    Permalink

    NOW WE HAVE JUST ONE MORE WEEK TO GO BEFORE A BIG TANK (18%-21.5%) OF THE US STOCK MARKET!!!!:) AGAIN IT'S FINALLY TIME TO BUY 'GOLD'!!!! = THE US $ WILL BE SEVERELY DEVALUED MEANS NO MORE SAFE HAVEN PLAY OUT AHEAD!!!!! ALSO CHINA HAS TOOOOOOOOOO MUCH DEBTS AND WHETHER YOU AGREE OR NOT ITS SYSTEMIC RISK HAS STARTED IN A FULL SCALE!!!!!!! THERE IS NO WAY TO AVOID CHINESE NATIONAL DEFAULT!!!!! THERE ARE AT LEAST 5-6 MORE EVERGRANDES IN CHINA RIGHT NOW!!!!!

    Reply

Leave a Reply

Your email address will not be published.

Newsletter Signup

Subscribe to our weekly newsletter below and never miss the latest product or an exclusive offer.