https://twitter.com/CantillonCH/status/1655472894116347904

https://twitter.com/CantillonCH/status/1655472894116347904

Cantillon Consulting

@CantillonCH

Since the recent event with arguably the largest echo was the #FOMC decision, it's called - what else- "The Pause That Refreshes"
1/n
#FRB
#FederalReserve

https://twitter.com/CantillonCH/status/1655472894116347904

The first thing to notice is that goods prices have broadly stabilised and volumes are fairly flat - in other words, #NGDP has ceased its torrid pace of increase. Service prices are still elevated but #payroll cost increase is slowing.
2/n

The #ISM #PMI showed an uptick but is still below 50 which implies that revenue growth is NOT about to accelerate again. Again, slower #inflation & flatline volume = an end to the boom, but not yet a bust.
3/n

Read 15 tweets

Seshadri Kumar

@KumarSeshadri

In five years, #JoeBiden will likely get the #NobelPeacePrize. But not because he did anything proactively for peace.

It is because a #Multipolar World will be more peaceful than a unipolar one, and Biden has done more than anyone else (albeit unwittingly) to further that. (1/n)

The US-led #sanctions against #Russia in response to the #UkraineRussiaWar have forced countries around the world to abandon the US dollar as a medium of trade. This is forcing the rest of the world (non-West) together. Banning Russia from #swift was most important in this. (2/n)

#India and #China desperately need oil. Because of sanctions, Russia is providing oil at cheap rates to both. Russia has now become India's largest source of oil, displacing Saudi Arabia and Iraq. Chinese imports of Russian oil have also zoomed upwards. (3/n)

Read 18 tweets

scripbox

@scripbox

Last week the latest #SalmanKhan starrer arrived in theatres, and the reviews seem mixed, depending whether one is a #Bhai fan or a critic. Meanwhile, what is the review on the market’s performance last week? Let’s break out the popcorn and watch. (1/8)

#Sensex and #Nifty dropped by over 1.1%. #RBI representatives remained optimistic about India’s #domesticgrowth during the monetary policy committee meeting, despite concerns about uneven growth in the economy & weak demand from outside India. (2/8)

Another big reason for the drop was the weak performance of #Infosys during Q4FY23. The #BSE tech & #IT indices dropped over 5%, as overall IT results were on the weaker side. (3/8)

Read 8 tweets

decentralist

@decentralist_de

1/🧵 Die Entwicklung des US-Dollars beeinflusst den #Bitcoin-Preis stark. In diesem Thread zeige ich komprimiert die Zusammenhänge zwischen dem US-Dollar, dem DXY-Index und Bitcoin. 🇺🇸💵📉📈 #BTC #USD
(Den Deepdive gibt es im Video)

2/🔎 Drei Blickwinkel auf den #Dollar:
a) Heimische Währung der US-Wirtschaft
b) Indirekte Weltreservewährung
c) US-Dollar-Index (#DXY) als Vergleichsmesswert für Bitcoin

3/🇺🇸 #Inflation in den USA beeinflusst die Geldpolitik der Federal Reserve und hat Auswirkungen auf die globale Wirtschaft und Finanzmärkte.💲🌐

Read 10 tweets

The Story Teller

@I_am_the_Story

https://twitter.com/I_am_the_Story/status/1634818389880504321

⭐️As #BRICS Overtook #G7 in GDP Based on PPPs
De-Dollarization of the world economy is heading for a sooner-than-expected cliffhanger for the #US #dollar.

https://twitter.com/I_am_the_Story/status/1634818389880504321

1. Purchasing Power Parities (PPPs) that are taken into account represent the ratio of prices in national currencies of the same good/service in different countries.
#BRICS #G7 #INDIA #CHINA #US #RUSSIA

twitter.com/i/web/status/1…

2. Some telling developments on De-Dollarization
a. BRICS proposing own currency for trade.
b. Mercosur largest South American trading bloc proposing own currency.
c. UAE China trade pact in Yuan
d. China Russia trade pact in Yuan
e. Brazil China trade pact in Yuan
f. France… twitter.com/i/web/status/1…

Read 4 tweets

𝐔𝐒𝐃/𝐏𝐊𝐑

@usd_pkr

@usd_pkr

#interbank_open
4/Apr/2023
10:20 am
@usd_pkr
#USD_PKR #daily_update
#Pakistan  #CurrencyWatchlist #live #Trading #ExchangeRate #USDPKR #Dollar $ #Rupee #forex #KSE100 #pkr #interbank
#انٹربینک
286.20

287.75

288
+3

Read 10 tweets

Aaron Day 2024: Truth and Transformation

@AaronRDay

1/n 🧵

#Trump will be arrested tomorrow, an event that will get start the Great #American #MAGA #bankrun.

This is a thread of memes related to this topic.

2/n 🧵

3/n 🧵

Read 37 tweets

𝐔𝐒𝐃/𝐏𝐊𝐑

@usd_pkr

@usd_pkr

#interbank_open
3/Apr/2023
9:50 am
@usd_pkr
#USD_PKR #daily_update
#Pakistan  #CurrencyWatchlist #live #Trading #ExchangeRate #USDPKR #Dollar $ #Rupee #forex #KSE100 #pkr #interbank
#انٹربینک
283.70

284.50

Change +0.50

Read 8 tweets

sud arora

@suda712

Recent events suggest changing geopolitical environment.

America has no permanent friends or enemies, only interests. — Kissinger

This kissiger statement is not applicable to america only which can be seen in recent events.

#SaudiArabia
#China
#fed
#USA #America

1) 🇸🇦 Saudi Arabia enters trade alliance with China, Russia, Pakistan, and four Central Asian nations to step further away from reliance on the US dollar.
2) Association of Southeast Asian Nations considers dropping the US dollar, euro, yen, and British pound for local #Dollar

3) 🇨🇳 China and France complete first LNG gas trade using Chinese Yuan.

4) 🇨🇳 China and Brazil to settle trades in their own currencies.

5) (BRICS) looking for new currency.

6) 🇰🇪 Kenya signs deal with Saudi Arabia and UAE to buy oil with own currency.
#kenya
#Dollar #Fed

Read 20 tweets

Eurasia Today 🇫🇷

@eurasia_today

01/10 Bonjour les amis, ce matin beaucoup d'articles intéressants concernant l'évolution #géopolitique du Monde, aussi voici un thread pour cette revue de presse
👇🏼

2 #Pacifique Washington ouvre une ambassade au #Vanuatu pour contrer la #Chine
Pour faire face aux avancées de Pékin dans le Pacifique, les États-Unis vont ouvrir une ambassade au Vanuatu, dans la capitale Port-Vila.
tdg.ch/washington-ouv…

3 La #Chine et le #Brésil portent un coup à l'intimidation alimentée par le #dollar américain
Abandonner la monnaie américaine dans le commerce diminuera la capacité de Washington à imposer sa volonté

Par Timur Fomenko , analyste politique
rt.com/news/573935-ch…

Read 11 tweets

Mojo

@M0j0Trades

Weekly Profiles are gems. If you use them properly you can know the whole week's direction. I personally use it from Tuesday till Thursday.

One of them is T.L.O.W and it appears almost every week. Train your eyes to see it.

More profile threads in the coming days.

🧵

Example of DXY

#dxy #dollar #forex #indices #forextrading

Example of GBPUSD

#dxy #dollar #forex #indices #forextrading #gbpusd #gu

Read 3 tweets

Trade_the_Matrix

@TradetheMatrix1

Here is why you should learn about functionality of risk-ON/risk-OFF in #markets no matter what asset class you decide to #trade:

1.

It gives you foundations to good expectations. There is one pool of global capital that moves in and out of the risk offense or risk defense mode. You should know in what mode market is today to begin with and how it impacts your selected ticker of the day in focus.

2.

For example, if you decide to long equity ticker under severe selling pressure like $FRC the risk-ON flows have to cooperate, else your chances of longs working are going to be by default much smaller. The riskier the asset and the more liquid the more you need risk-ON mode.

3.

Read 11 tweets

Graviola Finland

@GraviolaDOTfi

#Biden backs strength of #banking system after collapse of #SVB, #SignatureBank | Mar 13
- When fed auths bailed out depositors in insolvent lenders SVB (NASDAQ:SIVB) and #SignatureBank on Monday,
Joe sought to reassure the public
richtv.io/?p=245301

#Ukraine-#BanderasBox opened.
#RAND Co | Jan 25
- There is an urgent need for #resources to flow into the national econ, especially the #banking system. Only European countries bound by #EU and #NATO commitments will be able to provide them

https://twitter.com/GraviolaDOTfi/status/1572194086194397184?s=20&t=pXszela-jKP9XQmFhwWY2w

#SVB #SignatureBank #BanderasBox.
#Rand Co | Jan 25
- The key objective is to #divide #EU by placing #UsefulIdiots in political positions in order to stop #Russian #energy supplies from reaching the continent
- The entire #EU #economy will #collapse

https://twitter.com/GraviolaDOTfi/status/1573222981085585409?s=20&t=P1lYNA3AixnhL9_reWZQTA

Read 38 tweets

ET Money

@ETMONEY

@bandhanmutual

The 1-year US Treasury paper returns are nearly 5% (see image).

Add 3%-4% rupee depreciation (against the dollar) to this.
Investors could make an 8%-9% return

To let investors make use of this opportunity, @bandhanmutual has launched a new fund

Is it worth investing in?

A🧵

Bandhan MF (erstwhile known as IDFC MF) has launched a new scheme.

The new fund - Bandhan US Treasury Bond 0-1 year Fund of Fund - is now open for subscription & will close on March 23.

Here’s how the fund works 👇

When you buy units of this fund, the fund house takes your money (in rupees) and invests it in overseas funds (after converting it to dollars).

The overseas #funds, in turn, invest in one-year US Treasury bonds.

Where will Bandhan Mutual Fund invest your money? 👇

Read 14 tweets

Alê Delara

@aledelara_

Hoje completa 1 ano da guerra na #Ucrania, como que está a situação atualmente? A Reuters preparou alguns gráfico bem legais

1) A segurança do #Dollar
A divisa mostrou as razões o porto seguro do mundo! Mesmo após a queda, frente as máximas, subiu 8% desde o início da guerra⤵️

2) Custo de #energia

O custo do #naturalgas disparou 400% em duas semanas após a invasão, chegando a 700% em agosto; felizmente o inverno foi + ameno e o bloco encontrou novos fornecedores, trazendo o custo novamente para 50 MWh ⤵️

3) Alimentos

Os preços das #commodities agrícolas, que já estava em alta desde 2021, dispararam novamente após a invasão. O index de alimentos da ONU disparou 14,3% ano passado e já havia subido 28% em 2021

A pressão está diminuindo, mas o clima tem preocupado a produção⤵️

Read 6 tweets

hem_day

@hem_day

🇺🇸⚡️US Treasury Secretary Janet Yellen warned that a default in the US could lead to devastating consequences and a complete catastrophe in the economy.
1/6
#debt #usa #ukrainewar #inflation #debtceiling #default #economy #finance #dollar #ustreasury #janetyellen #bonds #fed

She said that government spending would need to be cut to match tax revenues and that the spending of the population would also be reduced, leading to psychological consequences and further control of spending.
2/6

Yellen also stressed that it is the responsibility of US President Joe Biden and the leadership of Congress to find a way out of the situation and raise the national debt ceiling.
3/6

Read 6 tweets

hem_day

@hem_day

🇺🇸🇨🇳⚡️According to Zoltan Pozsar, since the end of the Cold War, the world has been operating under a unipolar system, with the US as the undisputed hegemon, globalization as the foundation of the economic order & the #dollar as the primary currency.
1/5
ft.com/content/3e05b4…

However, today's geopolitical realities are again giving rise to a whole series of enormous challenges for the existing world order. This means that investors must take into account the new risks.
2/5

China is laying the foundations for a new type of globalization through institutions such as the "One Belt, One Road" initiative, the BRICS+ group of developing economies, and the SCO, which is an alliance of 8 states designed to ensure collective security.
3/5

Read 5 tweets

Stoic Trader

@StoicTA

BULL TRAP THESIS 🧐

Read this comprehensive thread so you understand why this is the BIGGEST BULL TRAP that we have ever seen

#thread 🧵

Let's start with JPOW & Interest Rates

Currently, Fed has been raising interest rates to battle inflation which puts downward pressure on the #StockMarket

So if Fed keeps raising rates, it's #bearish for #stocks & #crypto.

Raising Camign → Pause → Decreasing Campaign

2🧵

We are in a #BearMarket and this recent rally has sparked a lot of enthusiasm from #investors and #traders.

Bear Market Rallies are a common phenomenon during the Bear Market and usually have multiple selling climaxes and declining volume on the rallies.

3🧵

Read 11 tweets

hem_day

@hem_day

🇺🇸⚡️In the United States, there is a trend of contraction in the money supply despite record growth in lending.
1/6
#usa #finance #money #dollar #ukrainewar #economy #liquidity #banks #banking #fed #ustreasury

This is due to the critical gap between weighted average deposit rates, which are below 1%, and the current market rate for government and corporate bonds.
2/6

This gap creates an incentive for people to redistribute the money supply into alternative financial instruments. And the decrease in the intensity of distribution of helicopter money from the US Treasury & the Fed reducing the balance sheet also contribute to this trend.
3/6

Read 6 tweets

hem_day

@hem_day

https://twitter.com/RealPepeEscobar/status/1617929908021530624

🇧🇷⚡️Lula da Silva proposes a common currency, both for Latin America and the BRICS.

Its currency would either be inspired by the Euro, therefore integrated into the US-controlled SWIFT system, or a digital currency.
1/9
#lula #luladasilva #brics #dollar #swift #ukrainewar

https://twitter.com/RealPepeEscobar/status/1617929908021530624

However, for this digital currency to be independent of the USA, it is necessary to create its entire infrastructure. This is not the case. Brazil relies more and more on the USDT, linked to the dollar.
2/9

China, Russia and Iran plan to develop a common currency strictly independent of the dollar and the USA. Lula's project is seen as an attempt to prevent this independence.
3/9

Read 9 tweets

Sohail Ahmad

@oolabmys

.... the FCD scheme that allowed
#Pakistanis to convert illegal or undeclared income into #dollar accounts, without fear of legal retribution, started in 1991 and ended in 1998. Its demise occurred when the government froze hard currency withdrawals and repaid everyone (1/13)

the value of their deposits in Pakistani #rupees to deal with the foreign currency crisis created by sanctions imposed after Pakistan’s #nuclear tests in 1998.

Other schemes to deal with diminution in concessional flow of foreign #funds have veered from the dangerous to (2/13)

the comical. In early 1991, soon after the US invoked the sanctions under the Pressler Amendment, ‘Pakistan’s army chief and the head of its intelligence agency proposed a detailed “blueprint” for selling heroin to pay for the country’s covert #military operations.’ The (3/13)

Read 13 tweets

Discover and read the best of Twitter Threads about #DOLLAR

Most recents (24)

Related hashtags

Discover and read the best of Twitter Threads about #DOLLAR

Most recents (24)

Related hashtags

Did Thread Reader help you today?