Tag Archives: Credit Bubble

Allianz — credit bubbles have to burst – FT

In this week’s View from the Top Alistair Gray, the FT’s insurance correspondent, talks to Allianz’s chief executive Oliver Bäte about ultra-low interest rates, asset bubbles, M&A activity and Pimco after the departure of Bill Gross. For more video content … Continue reading

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Charts of the Day: Asian Credit Bubble?

Great chart from Deustche Bank of Asian home prices indexed to Jan’07.   It’s becoming increasingly clear, at least to us, that a big part of Asia is in massive credit/asset bubble and as monetary tightening plays out their day of … Continue reading

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