Discover and read the best of Twitter Threads about #Dollar

Most recents (24)

#RBI kept the #Rupee ‘exceptionally’ stable so far, and the tide could turn for the better say experts…

By @jainrounak Image
A looming global #recession, unprecedented #inflation and a strengthening US dollar has forced central banks around the world to use their forex reserves to keep their currencies from falling. The #RBI has done an ‘exceptional’ job of keeping the rupee stable so far, experts say. Image
Indian markets have remained relatively strong as compared to peers like #Indonesia and #Brazil. Much of this is due to the strong buying by domestic investors even as foreign investors continued to pull out record money from India.

Read 9 tweets
They call the #USD a wrecking ball... Why? What does it do that causes so much destruction?

What drives the price? Why is it 🚀?

Who better to explain than the mind behind the #Dollar Milkshake theory, @SantiagoAuFund!

LIVE w/@AshBennington at 6PM ET 👇
If you haven't seen it yet, here is the original video where @SantiagoAuFund talks about the Dollar Milkshake Theory.

Filmed on May 29, 2018 in San Francisco

And here is a follow up video where @SantiagoAuFund revisits the theory.

Filmed on September 14, 2019 in Grand Cayman.…
Read 4 tweets
FT opinion article: “The dollar’s rapid rise increases risks for global economy - Dangers are particularly acute for developing countries already facing number of crises”. Our currency, but your problem #dollar #Fed #markets #bonds #equities…
1/According to the author the recent rise in the dollar has attracted less attention than it should. In theory it should help exports by weaker countries and ease US inflation.
2/This year the dollar is strongly up due to expectations of more aggressive Fed monetary policy, economic outperformance and safe haven status.
Read 8 tweets
Congressi trolls who know nothing about Economy,are giving gyaan on #Dollar& #Rupee

Yes Rupee hit 77.40 to a Dollar,but,but..

Every major currency has hit lows against Dollar

China's Yuan hit 2yr low@ 6.7 to $
Euro hit 5yr low@ 1.04 to a $

#DollarIndex hit 20yr high at 104.07
Some Business News anchors are saying Rupee has fallen against Dollar because our monthly #TradeDeficit is hitting $20bn&our Current Account Deficit(CAD),will be 3%

Well,$20bn a month Trade Deficit is no big deal for us,given that our Goods+Services Exports are a massive $670bn
2.5-3% CAD for an economy growing at average of 7.5-9.5% is not a big deal either

In fact,in last 8yrs,average CAD under @narendramodi govt has been sub 2%,so we have enough leeway on that count

Why then are major Currencies falling against Dollar?

Well,reason is,Fed Rate Hike
Read 5 tweets
It's weekend and it's the end of the month. The #markets are closed.

So there is the perfect time to analyze the #momentum & relative #strength of the markets.

This information is relevant for all #investors, but especially for #trend #followers 📈📈📈


The #momentum of the markets are one of the most powerful forces in the evolution of the #asset #prices.

The #reversion to the mean is the opposite force, which is equally powerful. Momentum works on a short and medium term (up to 3 to 5 years).
There is a ton of academic research related to the momentum and the benefits of using it and relative strength. But presenting it this is not the purpose of this #thread.

Relative strength is actually a comparison between the #momentum of two or more #markets.
Read 35 tweets
First up let me just say, I cannot predict the future...

I can offer 12+ years of market experience & nothing more

The $Dxy has positioned itself for a humongous Bullish move...

Major multi year & even multi decade #Dxy breakouts are happening *Right Now*

Charts Below 📈🧵👇
Lets start by looking at the $Dxy itself (Monthly Chart)

On this time frame we are close to breaking out of a 7 year consolidation (when the 2015 rally stalled out)

This failure to make a low, followed by a break higher, tends to create a large amount of short covering...
As shorts close out positions on the breakout & new traders add long positions, explosive moves tend to follow

These are the mechanics behind what some traders refer to as a "Wave 3"

To me it's just mechanics of a successful breakout, but "Wave 3" if it helps understanding...
Read 25 tweets
According to @RayDalio #principles video, war is coming, after "printing money and credit". This is a gold video. however in the previous orders there were no cryptocurrencies, which could alter the overall vision of the cycle. 1/4
@RayDalio In fact, even if the government produces more #money the people who invest in this asset ensure that there is less #FIAT money circulating. This means that even if there should be a #war, to avoid an excessive devaluation of the #dollar, 2/4
@RayDalio there could be an immense capital entering the #crypto world. All this would open the doors to a new elite of people, the "new rich". And this has been noticed by several #millionaires and #billionaires, investing a small portion of their #portfolio in this new #asset 3/4
Read 5 tweets
1. #ALGYO'yu en son analiz edişimin üzerinden neredeyse 2 ay geçmiş.

Bu paylaşımda #ALGYO'nun farklı yatırımcı grupları için farklı hedef fiyatlar paylaşacağım.

1. Swing Traderlar
2. Orta-Vadeli Yatırımcılar
3. Uzun-Vadeli Yatırımcılar


Bu gruptakiler temel (mâli) verileri çok dikkate almazlar.

Önem verdikleri yegane değişken, varlığın geçmiş fiyat hareketleridir.

Geçmiş fiyat hareketlerini analiz ederek, kısa-vadeli hedefi fiyatı tahmin etmeye çalışırlar.

3. #ALGYO için daha önce 24 Şubat'ta bir çizim yapmıştım.

O gün hissenin fiyatı 28 TL idi. Hedef fiyatını, 40-42 TL bölgesi olarak belirlemiştim.

Bugün (19 Şubat) fiyatı, 40 TL'dir (Kazanç 42%).

Grafiğin son halini ve güncel hedefini paylaşıyorum.


Read 15 tweets
1/ Préparez prochainement à une rotation de grande ampleur vers la #value. Car en effet elle est inévitable. La question n'est pas de savoir quand ça se produira mais quand. M. le Marché n'aime pas le changement. Les investisseurs #FOMO l'apprendront à leurs dépens. #inflation
2/ Ce que j'en suis sûr, c'est que cette rotation vers la #value se fera dans un contexte dévastateur pour les investisseurs qui bercent naïvement dans le #FED Put. Malheureusement, ce dernier laissera place à un FED Collar.
3/ $TSLA $AAPL $FB $AMZN $MSFT & Co ont tellement profité des politiques monétaires très accommodantes des banques centrales. Et peu importe si leurs fondamentaux intrinsèques sont bons ou pas. Je m'attends à des gros dégagements, et donc un transfert de richesse vers la #value.
Read 15 tweets
#G7 rejects Russia’s demand to pay for gas in #rubles
- #Putin announced last week that Russia would demand that “#unfriendly” countries pay for #naturalgas (#LNG) only in Russian currency from now on.… ImageImage
Russia’s #ruble payment plan leaves European gas buyers confused | 23 Mar, 2022
- “We can't predict at this moment what specific implications this will have for the gas trade,” Kehler
(it produces new flu waves called Covid19 producing billions in profits) ImageImage
#Credibility of #dollar and #euro ‘destroyed’ – Putin | Mar 23
- Moscow will use #rubles in #gas deals with “hostile” countries, the Russian president says. Image
Read 4 tweets
Why did Food prices jump 20.7% yr/yr to hit a record high in Feb according to the UN?

It is due to the #US and #EU sanctions that will never change the course of events in #Ukraine. It is the US imposing its hegemony, careless about the consequences.…
#Russia's war on #Ukraine: Listen to former CIA officer Ray McGovern and Chicago Univerity Professor John Mearsheimer
President Vladimir Putin: From now on, payments from the #EU & other western countries (#US incl) for Russian gas must be made in rubles, since #Russia no longer trusts #Euro and #Dollar as currencies.
The Ruble gained value in the market for the first time since March 1.
Read 6 tweets
Entre 1994 et 2009, la Russie a mené une guerre totale contre la Tchétchénie, faisant suite à sa déclaration d'indépendance en 1991.
Deux guerres, entre 150 et 300000 morts.
Soit 15 à 30% de la population civile.
Un massacre sous le silence de la communauté internationale.
Les Tchétchénes n'avaient pas la chance d'être "blonds aux yeux bleus", ni de "conduire les mêmes voitures que nous".
L'Ukraine est plus peuplée, plus proche de nous, avec une économie et un sol très riche.
Imaginez l'ouverture de l'UE vers un pays où le salaire moyen est de 250€. Le rêve pour notre économie capitaliste : délocalisaions en perspective et pression sur les salaires chez nous.
Read 20 tweets

Si le #dollar était un État, l'#OTAN serait son armée.
Depuis plus d'une vingtaine d'années et la chute du bloc soviétique, l'OTAN est devenu le bras armé des intérêts économiques des États-Unis, et plus particulièrement du dollar !
En Octobre 2000, Saddam Hussein décide de se débarrasser des réserves de l'Irak en dollars.
Quelques temps après, il va même plus loin en acceptant d'échanger son pétrole en euros.

PS : toute similitude avec une situation actuelle est tout sauf fortuite Image
Read 15 tweets
#Zelensky hopes Ukraine can join EU soon amid Russian onslaught | Feb 28
- Ursula; 'They are one of 'US' (zionists) and we want them in,' she told Euronews in an interview on Sunday, after emphasising existing EU-Ukraine cooperation.
Volodymyr #Zelensky was a Jewish #comedian. Now the world’s eyes are on him | Feb 27
- Over the course of a few years, Zelensky — who is the first-ever Jewish president of Ukraine, a country with a long and complicated Jewish history…
(#Ukraine. Oligarchs and #NATO funded #Azov-#Nazi battalions neutralized?)
Russian army: "All civilians in the city can freely leave" | Feb 28
- "All civilians in the city can freely leave.. along the Kyiv-Vasylkiv highway. This direction is open and safe"…
Read 16 tweets
Thread on the effects of the #Russia's invasion of #Ukraine on global energy markets
1- Will oil prices continue to rise? Will they remain high? Will they decline? The answer depends on the types of additional sanctions that might be imposed in the coming g days by the US & EU. Image
2- This raises another question: what can the Biden's & EU governments do? The answer consists of two parts. The first relates to the ineffectiveness of sanctions. The second relates to the dependence of the US & Europe on Russian energy sources & other materials such as pig iron
3- The main objective of economic sanctions is to force the opponent to change his/her position on something. The academic literature shows that sanctions in the last 120, although painful, failed to achieve their “declared” goals. #OOTT #Russia
Read 22 tweets
Precision in market timing & proper position sizing is a 90% determinant for the success of my leveraged trades!

There’s simply no other ways around this 🚀

#SnP500 #VIX
#NQ1 A highly probable roadmap for the coming weeks; but if this looks too obvious to you, my word of caution is that it'll be 20x the opposite in real-time especially when dealing with your open leveraged positions in the lower time-frames...

#PositionSizing Image
#NQ1 roadmap updated; #NotThereYet
#Nasdaq100 #QQQ Image
Read 44 tweets
last Friday, China launched DCEP, ECB turned hawkish. Add rocketing US rates driven by huge NDP, AHE & CPI, Yet #Dollar down*. We know a weaker dollar is supportive 'risk'. IMV its driven by #PBOC selling dollars. China's #CFETS basket at 2 Year highs correlates
with $DXY strength. DCEP is now up & running and the $RMB strength necessary to its survival & credibility is no longer necessary, indeed its harmful. A strong $RMB was essential to avoid the loss of credibility endured by the only other reserve currency launched in the last 100
years. Long time FX people will remember the still born launch of the Euro, which crashed and required G7 intervention to stabilise it. This is a luxury China doesnt have, so it was essential to keep the currency strong before its launch to avoid a similar loss of credibility.
Read 11 tweets
How does the #Kremlin and the #Putin inner circle launder money? Short answer: just like the rest of us. #Russia uses the Western financial world as an element of its own power. But it's worth reviewing why this is before we cheer on the #sanctions brigade in the US and UK. A 🧵
Deep and internationalized #capital #markets are an element of Western power. By drawing global finance to #NewYork or #London, we make ourselves indispensable to global trade and investment. Use our #Dollar anywhere if you abide by its rules. This is why the yuan cannot compete.
The same market liberalization that has led to global prosperity with the US and the West at its center. But the same rules that make it easy to open your family business apply to anyone opening a "family business." You selling cookies and the Russians sell state assets.
Read 8 tweets
🧵 THREAD N°13 : la #DeFi en 10 dates

Le 2 décembre 2021, la valeur totale engagée (ou #TVL, Total Value Locked) dans des protocoles de finance décentralisée (DeFi). C'est autant que la capitalisation de @tiktok_us.

Comment en est-on arrivé là ? Une rétrospective en 10 dates 👇
1/ Janvier 2009 : création du @Bitcoin

Tout part de là : la première cryptomonnaie est créée, la blockchain se développe dans l'ombre pendant les premières années.

La blockchain fait parler d'elle, et d'autres projets arrivent pour pousser plus loin cette innovation radicale.
2/ Octobre 2014 : création de @Tether_to

Tether est le premier #stablecoin, c'est-à-dire une cryptomonnaie dont la valeur est assurée par un ou plusieurs autres actifs. Pour Tether, cet actif est le #dollar.

Un Tether vaudra toujours un dollar, ce qui stabilise les échanges.
Read 16 tweets
It has always been a bit of a puzzle to me why everything in #bitcoin is so extreme. Perhaps it is partly because it’s characteristics as an asset class are pretty extreme. Yet, that does not mean it cannot add value to a well-diversified portfolio. 1/7
In fact, that is exactly what #bitcoin has done since it was created, but also during more recent periods. By allocating a modest portion of your #portfolio to bitcoin, you would have increased portfolio return, without adding #volatility. 2/7
Like for any asset class, it’s possible to derive future returns for #bitcoin. For example by using the market cap of investable #gold, or the value of the insurance policy against fiat currency debasement. You can look and mining costs, network effects, and so on. 3/7
Read 7 tweets
Afghanistan's #currency (AFN) dropped to a record low today, as one USD was exchanged for 97.50 AFN in Sarai Shahzada, the main money exchange market in #Kabul City.
@AFGCentralbank Image
Today afternoon:
1 USD = 98 AFN Image
#Afghanistan's #currency falls to record low (1 USD = 99.5 AFN) & a private bank (Maiwand Bank) reportedly collapsed.
The world is not going to recognize Taliban's government& TB don't accept an inclusive govt.
AFG nation is suffering!
Read 8 tweets
#Dollar (DXY) not driven by #RealRates recently

Since hawkish Jun FOMC, DXY +5.7% v/s 5y US Real yld 23bp lower

Dollar's resilience despite inflation spike in US & despite drop in US real rates further incentivizes foreign investors to buy more $ assets
Basic Maths:
▪️ European investor invests EUR100 ($115 @ 1.1500) in 5y UST at 1.22%
▪️ Gets back ~$122 after 5y
▪️ If converts $ back to EUR at unch 1.1500=>EUR106.25

If $ strengthens to say 1.1000 (w/o FX adjustment despite rocket relative inflation), she gets back ~EUR 111.0
Steep term structure of US Real Rates partly reflecting expected 'transitory-ness' of inflation
Read 3 tweets
@jnordvig shows $CNY 8% TW rise since Covid confounding expectations. Why? $RMB Reserve FX status requires $CNY trades strong during domestic crises [Covid, Trade & Evergrande] as Strength = Credibility with #DCEP launch imminent, thus why #BTC strength will
be resisted. As Jens highlights, China's FX reserves collapsed in 2015/16/17, falling 1.0 Trio USD. PBOC MU, the head of the digital lab told us at HK blockchain week in 2019 that the popularity of #bitcoin during this period lead the PBOC to fear for sovereignty of the Yuan. So
China decided to launch it's digital Yuan project as all the outflows were leaving the country. They broke the dollar peg in aug 2015, which crushed US stocks, and pivoted to tracking the CFETS basket a precursor to DCEP. China has changed its FX regime on avg every 5 years.
Read 8 tweets
The #American Empire will continue to falter for a few more days. Their effect will continue to decrease day by day. At some point, the countries of the #world will decide to stop using the #dollar as a reserve currency.
And just then, the #United_States will face a severe,
stagnant economic downturn that will force it to immediately reduce the size of its military. In a maximum of one to two decades, the America we know will no longer exist.The U.S. Department of Defense said in a report that the U.S. military is "no longer as invincible,
non-invasive as before" against various state adversaries, and that "the U.S. military is no longer able to maintain a consolidated and sustainable regional military superiority outside its strongholds." Historian Alfred W.McCoy's idea is that
Read 8 tweets

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