Why now? After teasing a bank recapitalization plan as part of last year's "bazooka", the CCP did nothing about it over the five months since raising the matter. Total silence. Now, all of a sudden, news banks are going to get their equity after all. What changed? There are a few suspects, starting with growing turmoil in money markets alongside more problems with real estate. 

Eurodollar University's Money & Macro Analysis

Bloomberg China to Inject at Least $55 Billion of Fresh Capital Into Several Big Banks
https://www.bloomberg.com/news/articles/2025-02-26/china-plans-to-start-bank-capital-hike-with-at-least-55-billion

Bloomberg China’s Property Crisis Enters a Dangerous New Phase
https://www.bloomberg.com/news/features/2025-02-11/china-s-real-estate-crisis-property-sector-debt-is-getting-worse

Wapo CHINA ANNOUNCES LARGE BOND ISSUE TO BAIL OUT BANKS
https://www.washingtonpost.com/archive/politics/1998/03/01/china-announces-large-bond-issue-to-bail-out-banks/adcac8da-fe39-4b4c-90c0-13739847f35c/

https://www.eurodollar.university
Twitter: https://twitter.com/JeffSnider_EDU