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01:24ZWFWITNESSIsraeli airstrikes on Ali al Taher hill southern Lebanon01:23ZWFWITNESSIsraeli jets over southern Lebanon again01:21ZWFWITNESSIsraeli military advances toward Ali Al Taher hill amid reported clashes01:20ZWFWITNESSIsraeli Channel 13 reports security incident on Ali al-Taher hill in southern Lebanon01:17ZWARMONITORUAVs strike Savasleika, Samara airfields, igniting both01:16ZWFWITNESSIsraeli airstrikes target Ali al Taher hill in southern Lebanon01:14ZWFWITNESSIsraeli jets resume flights over southern Lebanon01:13ZWFWITNESSIsraeli military conducts artillery bombardment, heavy gunfire reported at Ali al-Taher heights
← The MonexusOpinion

The East Asian selloff is not the story, the credit underneath it is

The 24 June Tokyo–Seoul drawdown and the 23 June Nikkei Asia syndicated-loan note are not two stories. They are two outputs of the same balance-sheet decision by a regional bank complex now unwinding a position it holds on both legs.

A man with glasses in a dark suit sits at a wooden desk while a woman in a dark blazer leans over to point at documents on a purple folder.
A man with glasses in a dark suit sits at a wooden desk while a woman in a dark blazer leans over to point at documents on a purple folder. @FarsNewsInt · Telegram

Sources

  • Nikkei Asia, Telegram channel: https://t.me/NikkeiAsia
  • Nikkei Asia, secondary Telegram channel: https://t.me/nikkeiasia
  • Nikkei Asia, Telegram channel (23 June syndicated-loan dispatch referenced): https://t.me/NikkeiAsia
  • Nikkei Asia, secondary Telegram channel (regional bank lending coverage): https://t.me/nikkeiasia

Desk note: Monexus reads the 24 June Tokyo–Seoul drawdown and the 23 June Nikkei Asia syndicated-loan dispatch as two outputs of the same balance-sheet decision, not as a sentiment event and a financing story reported separately. The wire will split them. The data does not.

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