Discover and read the best of Twitter Threads about #liquidity

Most recents (24)

The #economy and #markets today present us with a type of confusing environment: a tremendous growth rebound amid concerns over different forms of #overheating due to policy being late to normalize, and then the uncertainty of an ultimately harsher policy unwind down the road…
… It’s in this kind of environment that we find that what #investors want to do can be very different from what they need to do – the opposite, or mirror image, in fact: bit.ly/3u0nmr9
Over the last decade, the Bloomberg Barclays U.S. High Yield Index has traded in a #yield range of about 4% to 12%, and both those extremes have come during the pandemic period (the last 14 months).
Read 10 tweets
#RealInvestmentReport is out!
Despite the expected #surge in #inflation early in the week, #bulls picked themselves up to rally #stocks into Friday. We discuss the potential for a short-term #bounce, why the #Fed will make a #mistake, and #postioning now.
realinvestmentadvice.com/despite-surgin…
#LessonLearned - don't anticipate the turn in your #technicalsignals. As noted last week, it "seemed" the signal had turned, but it didn't. The #signal is very #oversold, so set up for a short-term #bounce is likely. Caution is still advised for now.
realinvestmentadvice.com/despite-surgin…
If we are #correct in our assessment about the roll-off #effect of #stimulus and #liquidity, we could well see #bonds outperform #stocks in 2022. We are watching very closely as we currently hold minimal duration in our fixed-income #portfolios.
realinvestmentadvice.com/despite-surgin…
Read 5 tweets
1/ I've decided to create an extensive thread about @unizen_io to help newcomers understand a bit more about the project..

▫️ What is Unizen?
▫️ What does the $ZCX token do?
▫️ Why is the #crypto space so excited about $ZCX?

Well.. lets take a look 👇
2/ $ZCX is a Smart Exchange Ecosystem that enables deep hybrid #liquidity through a modular ecosystem that features both centralized & decentralized exchange components..

This is very powerful!

As we proceed through the thread, you will see why this makes @unizen_io unique
3/ Traders are constantly seeking where to find the best liquidity on projects..

This is time-consuming, stressful & risky.. which often results in bad decision

Communities beg projects to list on the most liquid exchanges which causes pain points due to its difficulties

$ZCX
Read 32 tweets
The crypto boom is taking off like crazy! Everybody now wants to own digital money. People are using Exchanges/P2P to buy them. However, exchanges are currently the most popular choice for many! So it's high time we talk about them & understand "How they Work" in this 🧵 #thread! Image
Table of Contents: 📝
▪️What's an #exchange & how it works?
▪️Who are #MarketMakers & why we need them?
▪️What's #liquidity & why it matters?
▪️Types of Exchanges:
- Centralized Exchanges #CEX
- Decentralized Exchanges #DEX

#Retweet if you like the content! Let's get started! 🚀
What's an #Exchange?
It's just a platform that matches #buyers & #sellers. They say what price, they are willing to buy/sell any particular asset, the exchange matches these 2 orders & the trade happens. The price at which the trade got executed becomes the "Last Traded Price".
Read 18 tweets
1) Kudos, @CryptoCurryClub for the @LAB577/@XinFin_Official interview! It's packed with gems, extremely educational, & a must-listen if you are considering adding $XDC to your #Crypto portfolio. @rickcrook & @atulkhekade were great! DYOR. My comments (some speculative) below.
2) #XinFin/#XDC/@TradeFinex aims for (among other things) enterprise & institutional use case (#MSMEs, #banks). Think origination, tokenization (the Casterman mantra) & counter-party risk mitigation. Large #tradefinance consortiums will use the #XinFin/@Cordablockchain bridge.
3) "A fire has been lit and is raging," in the crypto space, says @RichardCrook. But institutions are "dripping in regulations"--IMO, one reason $XDC has been chosen is because it is regulated in some jurisdictions (see @Vinter XDC Index, @ADGlobalMarket). A definite plus!
Read 7 tweets
(1/6) ++UPDATE++ President Biden's #EO on #American #SupplyChains is out: whitehouse.gov/briefing-room/…. The EO includes 100-day #supplychain reviews & sectoral #supplychain assessments to be compiled within 1 year
(2/6) The sectoral #supplychain assessments can be interpreted as a #WholeofNation approach to geo-economic risk assessment - and thus constitute a formidable methodological challenge ImageImage
(3/6) #Allies and partners play a role in the #EO but it seems that the details remain to be discussed Image
Read 7 tweets
Big congrats to @nonfungibles on releasing their 2020 Annual Non-Fungible Tokens Report! @NathalieBcht, @latelier & I thoroughly enjoyed partnering with them on it: bit.ly/2ZkRiS8.
Some key takeaways from the report & my personal observations a/t #NFTs. A long-ish 🧵👇:
MARKET SIZE: The NFT market had a historic 2020 - tripled in value, reaching $250m (in terms of value of all #Ethereum transactions on chain, so actual market size is even bigger). This is rapid growth for a space that’s just a few years old.
Market is still volatile & prone to speculation but more sophisticated use cases are emerging based on utility, community, competitive elements. All are prerequisites for a more mature market. For all the hype around crypto, it is #NFTs that offer some of the more promising uses.
Read 23 tweets
RBI Governor leaving Repo unchanged at 4%,ReverseRepo@ 3.35%&Marginal StandingFacility@ 4.25%,on expected lines

Interestingly,MPC voted for status quo unanimously,which is good news

GDP growth projected at 10.5% in FY22,Vs Modi Govt's projection of 11%&IMF's 11.5%
#CreditPolicy
Despite a massive Rs 12 lakh Cr of govt borrowings estimated in FY22,the good thing is,weighted average cost of funds has been 5.78%,so @narendramodi govt will be able to borrow at competitive rates

Accommodative Stance by RBI Governor,bodes well

Reserve money rose by 14.5% YoY
Enough #Liquidity there in system,in LAF window,with banks provided addnl liquidity of Rs 1.53 lakh Cr

Hence,#CRR will be hiked back to 3.5% from 27th March 2021&to 4% from 22nd May,2021

For 1HFY22,#Inflation projected at 5-5.2%,from earlier range of 4.6-5.2%

#RBICreditPolicy
Read 6 tweets
This is a MASSIVE STORY!! After researching the Overnight Bank Funding which comes STRAIGHT From the Feds App, the Squeeze on Jan 12 caused overnight bank funding volume to spike. As the shorts continued to get squeezed they needed more money. You can see this in the next slide.
You can see as the overnight bank funding volume increased volume on GameStop and all the other squeezes contributed to this. This all peeked last week as soon as RobinHood and firms limited buying and raised margin requirements. This event probably caused more liquidity problems
That is why the #RobinHood CEO came out last week all over the media saying there was no #liquidity problems but the data says other wise. ReTweet spread the word @realJosephRich @MedievalNomad @LibertyTre3 @JeromePowellet1 @EndTheFed001 @EndTheFed_org @litcapital
Read 3 tweets
2021: It's All About Central Banks And Liquidity

Despite valuations looking "stretched" and sentiment indicators trading at extreme levels, liquidity injections from major central banks could be enough to generate new highs in markets..
@GoldmanSachs expects another 2 to 3 trillion USD of liquidity to reach markets in 2021, and sees an S&P 500 at 4,300 by December 2021
@BankofAmerica estimated that the World world generated a 22 trillion USD stimulus (combined fiscal and monetary) in 2020, nearly a quarter of global GDP. Fed's balance sheet reached 40% of US GDP, its highest level since Fed inception in December 1913
Read 7 tweets
We're at the crossroads of a new year and an evolving #market context☦️📈
So, what's the most powerful thing you can do today?
Review your #investments - objectively!
We've done this for 100 + people with great results. We're going to talk about one of them.

Watch our video to know more about ithought's Investment Review Engagement:
Here's what we found:
6 Advisers
37 Mutual Funds
3 PMS
7 Bonds
4 FDs

Concentration risk = excess pain when things don't go your way
A long tail = muted performance

#mutualfund #Investment
Read 5 tweets
@GoingParabolic #Verus is a truly free, #decentralized protocol and rent-free #blockchain framework that provides chain #interoperability that can scale to the world. It’s not just a protocol, but an ecosystem of interconnected blockchains.

@GoingParabolic Once on mainnet, the Verus #DeFi system will be a fractal, market-driven, & completely liquid worldwide network of independently valued currencies and protocol-based currency baskets that allows anyone holding Verus to perform cross-chain transactions, launch a fractional reserve
@GoingParabolic Token and merge #mine and #stake on up to 22 #blockchains at once.
Read 13 tweets
Why do I think #Gold, #Bitcoin are about to tumble? Because of my cross-market-analyses approach with >100 charts pointing to a deflationary bust AND the Elliott Wave structures for Gold, Bitcoin and USD. Let's try investigate 1) Deflationary Thesis and 2) Elliott Wave-structures
The Deflationary Thesis is due to the patterns shaping up in all commodities. Commodities drive inflation. First GSCI Commodity Index - a very clear Ending Diagonal Triangle (Descending Wedge). Calls for DEFLATIONARY BUST before MAJOR SECULAR BOTTOM. TheZebergReport.com
#Wheat which is part of #Commodities setting direction for Inflation. Same pattern! Descending Wedge. Calls for Deflationary Bust - before Major SECULAR BOTTOM. Deflation before New Inflationary Regime! TheZebergReport.com
Read 22 tweets
1/12
Let us take a closer look at a level playing field in #Banking, and why regulatory clarity is so important.

The information used here comes directly from the @BIS_org

#Ripple #XRP #Crypto #Cryptocurrency
2/12
While crises often span borders, the pain is always domestic. At the political level, therefore, the temptation is for a narrow, national policy response that tends to make the playing field uneven - the very opposite of what we should be aspiring to.
3/12
When the Great Financial Crisis hit in 2007-09, for example, national approaches prevailed - notably in the form of ad hoc ring-fencing and recapitalisation of domestic banks by governments. Cross-border #Banking receded significantly.
Read 12 tweets
So biggest casualty of #Fed warning on #US #economy y'day, was #Gold,which dropped 3% to $1951.90 an ounce,within minutes of #FedMinutes

Silver too fell below $28

Rout was not limited to precious metals--#Nasdaq sold off despite #Apple hitting $2 trillion market cap

#Covid_19
#CrudeOil whipsawed in tight range with #WTI at $42.83

#Fed's take on economic downturn was nothing new&yet markets collapsed

Only asset which saw aggressive buying was US #Tbills,with 10 yr #bond #yield@ 0.665% Vs previous close of 0.685%

#Dollar had its best day in 2 months
So what does y'day's frenzied buying in #bonds indicate?Is the #RiskOn trade over?

Well,not quite--With $9 trillion of excess global #liquidity sloshing around due to coordinated Central Bank rate cuts,since #Covid_19, equities will move up,albeit with severe bouts of volatility
Read 7 tweets
Core #CPI surprised to the upside, driving a solid gain in headline #inflation as well. The strength in the July report was driven by components impacted by #Covid unwinding some of their previous large declines and bouncing back from depressed levels.
We saw solid gains in transportation services components, such as #airfares, motor vehicle #insurance and rental #cars, which reflect that bounce back.
The #monetary and #fiscal policy responses to the crisis have credibly bridged the #economic gap caused by the unprecedented lockdowns, yet as #inflation deficiencies were already present pre-Covid, it’s likely that #policy will need to remain supportive for some time.
Read 5 tweets
China bank failure fires warning shot at financial markets

Liquidation of the municipal lender raises borrowing costs for small peers and push more of them on the brink

#Economy still wobbling, it’s a risky time to cleanse the system
#China #recession

reuters.com/article/us-chi…
PBOC’s Attempt to Exit Crisis Mode Faces a $500 Billion Test

#China’s banks need $500 billion in fresh #liquidity this month to roll over existing #debt and buy government bonds, complicating the PBOC’s efforts to exit crisis measures.
#recession

bloomberg.com/news/articles/… Image
China’s central bank is buying government debt?

Clearing data suggest that central bank bought sovereign bonds. #PBOC hasn’t spelled out its intentions on government debt.
#China #recession #debt

bloomberg.com/news/articles/… Image
Read 19 tweets
At a time the #USCongress is vigorously debating another #fiscal rescue package to support households and businesses into year end, it’s vital to think hard about the intersection between #Fed monetary policy/fiscal support and what it means for #markets: bit.ly/3fkZbfM Image
In fact, the #CovidCrisis forced an evolution in policy coordination, whereby for the first time since WWII, U.S. policymakers married monetary and fiscal policy, with the #Fed and @USTreasury working together to inject cash from the #Fed’s #QE programs into the private sector…
That has been game changing for #liquidity near-term and should continue to help combat the #economic fallout from the #pandemic.
Read 7 tweets
#Markets vs #Economy

This is an Investor letter written by John Templeton in 1954 that was shared in 1958 again!
This time is not different!
#earnings and #business trends are only one of the factors
Read 9 tweets
Shanghai A-shares is having an extraordinary breakout out w/ huge volume confirmation. The traditional wisdom that a rising tide (flush liquidity) lifts all boats (assets) may not the obvious spillover trade for Bitcoin/crypto this time. Here's why.#Bitcoin #crypto #liquidity
While offshore sentiment for crypto remains somewhat buoyant (epitemized by Grayscale), the regulatory environment onshore has become less tolerant with increasingly tough crackdown measures on the OTC transactions and illegal activities aid by crypto transactions.
The covid-19 has largely evicerated household wealth, leaving fewer spares cash for speculative investing (still by and large the theme for Chinese investors). Without 2-way liquidity in and out of crypto, it's hard for any new CNY to find its way into crypto & vice versa.
Read 11 tweets
In our latest @blackrock Blog Post, we contend that if a negative monetary #policy endgame is to be avoided, particularly in the face of recent #economic declines, it will likely be #technological advances of a profound kind that get us there: bit.ly/30B5PLl
To that end, while current rescue measures from global central banks may help mitigate #economic distress and maintain #liquidity in #markets, private sector #investment will be what’s required to re-rate growth to a stronger trajectory in the years ahead. Image
So, while the commentariat debates if #Fed policy is responsible for #market rallies/declines (the Fed has done a decent job with the cards dealt), the U.S. and Europe are blinded to what’s really at stake: the #technological cash flows of the future: on.wsj.com/2XU9zFZ
Read 3 tweets
Oggi LadyLaga...
Il banco chiude...sondaggio e scommesse finite...
VINCE KARLSRHUE SUL TRENINO
che amarezza!!😂😂👽
tra 15 minuti il responso finale! Image
BOOOOM
bucata la sogli di 1.40
boscaioli ne abbiamo?👽😂 Image
Read 746 tweets
#WelspunCorp- Soon out of the Woods

#CMP - 60
#MarketCap - 1,565 cr
#Industry - Pipes & Plates
Biggest #COVID19 casualty

Post Jan2020, the #crudeoil prices collapsed 60-70%. The company has major dependence on global oil & gas players for its order book.
However, we feel Welspun Corp’s strong cash & investment position in the #balancesheet and very low #longtermdebt will help the company withstand the current turmoil and bounce back stronger.
Read 25 tweets

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