Macro Morning (bath of blood)

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By Chris Becker

When you see -4%, -5% on your quote screen for just about everything, you know you’re in for a rough night! Asia’s terrible start to the week spread to Europe and the US last night with huge volatility and epic falls in stocks, commodities, currencies and bonds (except Treasuries). Global risk’s attitude to the end of the Chinese growth machine and the global debt cycle has been one of swift panic and not even the buy the dip crowd can save this rout.

This all started with a complete capitulation of the Shanghai Composite, which collapsed nearly 10% or 300 points to just above 3000 points, taking out key support at 3500. And if 3000 doesn’t hold, the next level is 2200, evaporating all the gains of the bubble:

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