Where Are The Emerging Market Risk Bombs?

Tyler Durden's picture

As European bank deleveraging continues, Middle East tensions rise, and oil prices (Brent and Crude alike) oscillate from headline to headline, we thought it intriguing that the entities with net notional outstandings in CDS markets at or near their largest in history are China (and Chinese banks), LatAm Oil companies, Abu Dhabi, and Israel. Quite a crop of potential risk bombs that at least credit traders appear to demand protection on more than others.

Via JPMorgan's CDS Outstanding Notional report,

poeak net notionals highlighted in red ovals...

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Irish66's picture

OT..did I miss the fed statement @12:15

Tyler Durden's picture

that one yes. the one due at 12:30, not yet

Irish66's picture

thank you, rentadrone tv jumps all over the place

Theta_Burn's picture

Risk bombs....real bombs are cheaper and solve many more problems....

Cult_of_Reason's picture

Embassy official: French president’s son hospitalized with food poisoning in Ukraine



Theta_Burn's picture

Better the bad crab than a radioactive martini...

Quinvarius's picture

Please keep us updated on anyone else who might have diarrhea.  This is huge news.  Thanks.

Cult_of_Reason's picture


Update for Quinvarius:

Quinvarius is having a smartASSitis, with severe brain cell dysfunction assholism (a condition in which a stupid individual is a chronic asshole and feels that he/she cannot stop), secondary to stupendous shove-it-up-your-ass diarrhea, complicated by severe electrolyte imbalance imbecilisis and moronitis dehydration.

P.S. No link yet, but it is coming.

falak pema's picture

that is very bad for the rap business, they were counting on him to sell french music to Putin for Sochi winter Olympics in 2014. "Only you can sell that beat to Putin's lame duck games" said the french ambassador to son of Soky; like that other french music group that is doing O'bammy's signature tune for 2012 election campaign. What's with it, these french music groups are emulating the Artist of golden globes. Will it change the trade balance to green? Only if Sarkozy stops taking his wife to party on each official trip. She is a hot lady with the purse, all paid by tax payer, ofcourse. At a billion euros per queenly sigh when she sees a diamond eye in Dubai, we shall all be singing in Arab; Qatari lullabies. 

NotApplicable's picture

LatAm Oil companies?

Chavez Default Swaps?

Lux Fiat's picture

Brazil is not that far behind re respect for property rights.  Gov't keeps using PBR as a piggy bank at the expense of shareholders.  Interesting to see that more are recognizing it.

polak potrafi's picture

poprosic o pomoc


Please, is anybody able to explain the dramatic jump in the net notional outstanding on CDS for various type of MBS that is being reported for the second week already by the DTCC?

XenOrbitalEnginE's picture

Oh boy, Poland is really not sucking right now!


Zloty plunging time!

polak potrafi's picture


I guess

this does not explain

why the net notional on RMBS has jumped from about 5.5 bln $ to about 32 bln $ in a week?

Help. Anybody?

youngman's picture

well we have to watch something...the bond "market" was just cemented in for three years..and that is more like 20 years.....

Dre4dwolf's picture

The markets have turned into one giant game of Mine Sweeper.

Lux Fiat's picture


It would be more informative to know what the time frame is for the CDS data.  Was the Petrobras move over 1 wk, 4 wks, 1 year, etc?  If 1 -4 wks, then it is certainly noteworthy.  If 1 yr, well....

Also, could the jumps be due to some investors taking large positions in some of these companies/countries, and still under the impression [in the wake of ISDA's October Greek CDS "no default" call] that they can be meaningfully hedged?

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