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Kyle Bass
@Jkylebass
, 3 tweets, 2 min read Read on Twitter
HKD running for the exits before beijing’s planned massacre. Investors have lost trust...and history tells us what happens next #bankingandcurrencycrisis #HK #china #monsters
On a more technical note, spot and forwards have inverted without rates inverting. The currency is trading on an exodus regardless of where the monetary authorities set rates. #MassExodus #hk
HKD “EMERGING MARKET BLOW UP” Typically, a higher HKD/USD rate spread would result in high points, but lower spot. However due to the emerging tail risks, spot and points are moving in the same direction – a correlation typical for emerging market blow up scenarios. #HKexit
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#bankingandcurrencycrisis #hk #china #monsters #MassExodus #HKexit

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Kyle Bass
@Jkylebass
Are “stocks” the proper barometer of global policies that have come to infect national security? The myopia of today’s commentators misses the larger point. We are attempting a global reset against constant IP theft, industrial espionage, murderous human rights behavior 1/
Ecological terrorism in the South China Sea, and an aggressive military build in the SCS(counter to the lie xi told in the White House rose garden with President Obama).We, as the leaders of the free world must either deal with the pain of discipline today or the pain of regret 2
Tomorrow. These actions can’t be judged by the stock market on a daily basis. Our long-term national security is at risk here...and dealing with china’s criminal acts in the US, their murderous live harvesting of organs from political or religious prisoners 3
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Kyle Bass
@Jkylebass
“Iran's threat to exceed the limits on its stockpile of enriched-uranium reveals a fatal flaw in the 2015 nuclear deal that bolsters the need for a fundamental renegotiation of the agreement.”Said leaders of United Against a Nuclear Iran (UANI). #iran
“The Iran nuclear deal was fatally flawed form the start.” Said Ambassador Mark Wallace “It left Iran with industrial scale nuclear industry that allowed them to enrich and weaponize at their time of choosing. “Iran’s actions reveal that fatal flaw. #iran
“The ease with which Iran can restart and ramp up its nuclear program should alarm the world. The international community cannot allow Iran to engage in nuclear blackmail without any consequences” Senator Joe Lieberman
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IndoPacific_SCS_Info
@IndoPac_Info
#China economy: ‘worst is yet to come’ with trade war tariffs likely to escalate, Nomura economists say - High debt levels restrict Beijing’s room to manoeuvre on monetary easing, with better-than-expected first quarter growth proving ‘illusory’ scmp.com/economy/china-…
For China’s economy, already bruised from the trade war with the United States and a series of sluggish data, “the worst is yet to come” in the second half of this year, Nomura analysts have warned.
The economists, led by Lu Ting, said that the better-than-expected 6.4 per cent growth in China’s economy in the first quarter, was a blip that “proved to be illusory”.
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IndoPacific_SCS_Info
@IndoPac_Info
Thread of 3 Articles: Does #China have enough #US dollars to survive the US #tradewar? - China’s US$3.1 trillion in foreign exchange reserves may not be sufficient to support a crisis in the economy, analysts say scmp.com/economy/china-…
This is the first article in a three-part series looking at China’s US dollar shortage risks amid the trade war with the United States as it plans to reform and internationalise its economy.
Beijing’s increasing scrutiny of US dollar usage by Chinese companies & individuals, in the absence of any signs of a financial crisis, + accelerating efforts to lure in foreign capital, have raised suspicions that the China's economy is worried about running short of US dollars.
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William Yang
@WilliamYang120
Thread - As we expect another huge turnout for the anti-extradition bill protest in #HK, police and protesters are already on standby mode in Causeway Bay.
Once again, East Point Road becomes the center of the protest, where pro-democracy political parties and organizations already set up their booths and start engaging protesters and passersby through loudspeakers.
Lots of anger are aimed at the Hong Kong police, who have already deployed large amount of personnel along East Point Road.
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IndoPacific_SCS_info
@China_SCS_info
#China plans to sell #Pakistan an aircraft carrier and integrate it militarily - I believe a carrier for Pak is far fetched, but the article is very revealing about CN plans for Pak, something that usually gets dismissed @desertfox61I @avarakai sundayguardianlive.com/news/china-pla…
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Conscious Western efforts to retard its growth & access to hi-tech supply chains, Beijing has adopted an overtly benign tone with its neighbors. These are, however, cosmetic tactical measures & China’s ambition of developing “a kind of military force system” has not changed.
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Christophe Barraud🛢
@C_Barraud
🇨🇳 #CHINA Q3 GDP Y/Y: 6.5% V 6.6%E (slowest growth since Q1 2009)
*NBS spokesman Mao Shengyong said that the international situation was bringing “downward pressure” on China.
*Link: bloom.bg/2RVX1ZA
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bloomberg.com/news/articles/…
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Sara Gibbs
@Sara_Rose_G
So we are now in a position where antisemitism is endorsed & endemic on the right & the left, where those pointing it out are demonised, dehumanised & accused of being part of some sinister conspiracy, & most ordinary people don’t care. History tells us what happens next.
Being Jewish has always been a background rumble for me. A nice, but not front & centre, part of the mosaic of who I am. I’ve always felt English first & foremost. Now I feel othered in my own country. I have never felt so unwelcome.
Antisemitism is now a self-feeding beast. Every time we decry it, we are ‘debunked’ with an antisemitic trope or conspiracy. An inception of antisemitism. Everything we say is used as ‘evidence’ to reinforce these vile beliefs.
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