Blog Archives - Page 2 of 8 - Schulte Research

Blog

Credit spreads are behaving wonderfully — but the rally is aging.

The chart below shows the extent of the fall in spreads - indicating reduced stress, primarily in the $1.4 trillion CLO market - and also the standard deviation. We have now moved from a 2 standard deviation period of extreme stress to more normalised spreads. They are still elevated.

Paul Schulte

March 11, 2019

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Blog

Why was FINRA data showing false signals starting in May and why was it removed in November? To hide impending bad news?

FINRA HY minus IG spreads were quiescent for most of 2018 while other market prices were showing growing alarm, the crisis of late 2018 - early 2019 actually began in May and not October as we were led to believe, FINRA spreads heading into October were actually trending DOWN.

Paul Schulte

March 4, 2019

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Blog

The “Trade War” has nothing to do with trade.

The US wants and needs to maintain its technological and military superiority, trade negotiations with China is only to buy time on 5G and Naval superiority.

Paul Schulte

March 3, 2019

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Blog

Reliquifying while reforming. China cutting its reserve requirement ratio (RRR) again and the potential liquidity this brings.

China's current Reserve Requirement Ratio (RRR) of 14% is still above global average of 6 - 7%. Further reduction in RRR could theoretically unleash $1 trillion in liquidity.

Paul Schulte

February 27, 2019

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Blog

Re-arm and trigger an arms race – China’s latest military hardware

Escalating tension between US and China sees the latter rearming its military with the latest weapons systems.

Paul Schulte

February 25, 2019

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Blog

Cloud service for Quantum Computing, a next step into the future?

THE QUANTUM AGE IS HERE. Great to see Rigetti is launching a cloud service for quantum computing applications. Very pleased that Q Branch (I’m an early investor) is involved in this with Python Library. It’s a configurable class of quantum machine learning functions — an interface for using quantum circuits to detect features in data as part of machine learning. Many of the features in this cloud are 30x faster than computers. To [...]

Paul Schulte

February 1, 2019

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Blog

India as the new non aligned movement of Fintech? Non-aligned with whom?

Alibaba has unbeatable infrastructure and is neck in neck with Amazon in financial services, cloud, payments, food and e-commerce. But Alibaba surpasses in browsing, lifestyle, SME lending, public apps & its awesome integrated PRC apps which it is simply inserting into Paytm. Read the full article below: Amazon, Alibaba, Walmart & Tencent in India: Turning payments into lifestyle companies

Paul Schulte

January 28, 2019

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Blog

VF2018 CONVERGE: Paul Schulte, Schulte Research – Fintech & Blockchain Developments in Asia

Nov 30, 2018, Vancouver: NCFA hosted VanFUNDING 2018 CONVERGE featured talk by Paul Schulte, Managing Editor, Schulte Research ': Fintech & Blockchain Developments in Asia: All Roads Lead to Banking

Paul Schulte

January 23, 2019

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Blog

FinTech Is Merging with IoT and AI to Challenge Banks: How Entrenched Interests Can Prepare

FinTech Is Merging with IoT and AI to Challenge Banks: How Entrenched Interests Can Prepare 1. Paul Schulte 1. is the founder and editor of Schulte Research in Hong Kong. (paul{at}schulte-research.com) 2. Gavin Liu 1. is a senior analyst at Schulte Research in Hong Kong. (gavin{at}schulte-research.com) 1. To order reprints of this article, please contact David Rowe at drowe{at}iijournals.com or 212-224-3045.

About Paul Schulte

Philosophy