Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
@frankoz95967943
Oct 26, 2022 • 15 tweets • 5 min read • Read on X
Scrolly
All this matures this friday.
Tin foil hat time - swiss banks own a LOT of us equities.
so they took a loan and bought tons of bonds.
This causes dxy to weaken yields go down, stonks go up, giving swiss a chance to dump equities.
then they repay that loan on friday.
further evidence - notice how the usdcnh lines riiiite up with the 30y....

buying bonds will weaken usd, moon stonks.
now swiss own bonds.

next they unload the dogshit (tech stonks) all day to anyone who will buy them.

How did swiss know earnings would be bad??
🤔
Still buying bonds in the after hour?
@SantiagoAuFund this is how the dxy member states have mitigated the dollar from hitting the stratosphere?

Each takes turns buying US treasuries - yesterday was a nice touch since the bond market is somewhat illiquid to handle such a huge demand right at the open?
You wanna see this visually?

Ok -
1) dxy relative to oil kinda tracks & falls below relative price of oil

2) oil tracks close

3) swiss buy 11B in bonds weakening dxy (that the swiss line) - stonks moon. Now relative to oil DXY a LOT weaker than oil.

So now rates++=big oil--
This prob why DXY has stayed relatively calm & in a trading range vs going to 120 (or higher) - these swap games and CB $ games - Swiss one is the one I caught - im sure there have been others more sneaky

Dxy going up or down like tue / swaps are the tell.
#CurrencyManipulation
The goal is to get dxy (purple) WEAKER relative to oil w/o mooning oil.
They achieved their goal

I imagine they might make it a little more weaker before they begin to hammer the oil market again.

So then, DXY++ (110/109 level) will mean oil-- RELATIVE to new low dxy
And what has all this swapping and crazy stuff done to other currencies lately?

Quite a bit
Red (usdchf - the swiss) tend to trade places with dxy

Rn dxy (purple) very weak, and usdchf very strong

strong dxy = weak stonks
So preparing for a swap or a slow fade today?
q's are ignoring dxy and trying to follow 30y yields
What the swiss did during opening market (1- buy bonds) today they did during the overnight (2)
its why dxy is down this morning.
CHF is continuing to buy bonds this morning
(1,2)
Its causing disruption in currency (4)
which is causing qqq's to rally (3)

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Expound the profound-Cut'n thru bs 1 layer @a time

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @frankoz95967943

Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Nov 6
Last night was interesting - the planners used the cover of trumps election to rebalance global currencies.

Here is the vix.
🧵👇 Image
Heres foreign oil producing currencies - on this chart purple line going up?
It means foreign currencies got STRONGER.

But heres the deal - ya, they produce oil, but thats not the only trade that goes on.

And the g7 planners need to keep some level of parity to otther currenciesImage
Thats the Euro-pee; notice that move

They weakened the F out of their currency.

For the Euro-P to weaken like this one of 2 things need to happen:
1) Someone bought a f tone of euro-pee debt
or
2) They printed a F ton of money Image
Read 12 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Nov 2
Another currency thread.

Say you own some sparkly.

If you go to the local market the sparkly has a known value.

Say the local value is 100 schmeckels.
🧵👇
But one day you decide to travel to country Zenoblob.

In Zenoblob that sparkly is HIGHLY desired.

You can break of just a tiny bit of the sparkly and with it you can exchange that tiny bit for the best restaurants, the best transportation, the best hotels and still have a lot of sparkly left over.
You go home thinking you are a genius so you start looking for more sparkly.

You find another chunk of sparkly and this year you try the same thing again.
Read 62 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Oct 8
These are all g7 currencies.
The planners decided to weaken vs the price of oil.

Read another way? It means USD got stronger.

So EUR, JPY, CHF all got weaker vs USD.....

👇🧵 Image
at the same time here they are vs Saud.
They are all weaker vs the Saudi oil currency too...

So weaker vs USD, and weaker vs Saudi Image
Thick purple line - they all sold US debt. Image
Read 15 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Sep 25
Lets talk about sdr's

(special drawing rights)

As of July 31, 2024, U.S. SDR Holdings were SDR 126.8 billion.

👇🧵 home.treasury.gov/system/files/2…
In July 2024, Treasury, through the ESF, purchased
SDR 400 million from Ukraine in exchange for approximately $530 million.

Note that this wasnt reported in any newspaper.
home.treasury.gov/system/files/2…
The treasury sold 10B of SDR's to the FED.
The fed is legally obligated to buy them.
The fed gets 10B in SDR's ...the treasury gets 10B in USD

The 10B is immediately usable by the treasury for any govt spending. No congressional approval needed. Image
Read 44 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Sep 17
This is gold.
It is inverted.
The lower the line goes the higher the price of gold in USD.

When it takes more USD to buy gold?
Thats a measure of inflation.

2nd chart zoomed out.
👇🧵
Image
Image
Here is USDJPY (the jPanesa) and US long bond yields.

Notice the striking correlations

On this chart - when the blue line goes up, bond yields go down. When the blue line goes down, bond yields go up.

The higher the blue line goes on this chart? The lower the bond yield. Lower bond yield = new car loans go down, credit card interest rates go down, etc.

Blue line going up = FRENCH TICKER

Its *STIMULATIVE*

Stonk loves when blue line go up.

because jPanesa own so much US debt, they can move bonds with ease. ESP so because the jAnet isnt selling as much long bond - this makes jPans job easier.Image
They do all of this to control currency - in green.
When the green line goes up the USD gets weaker.
A weaker USD means US exports get cheaper.

Your groceries get more expensi.
Your overseas vacation gets more expensi.
Anything US imports gets more expensi. Image
Read 25 tweets
Expound the profound-Cut'n thru bs 1 layer @a time Profile picture
Sep 13
On September 11th there was a major economic event.
Core inflation went UP.

Normally this would mean that bond yields need to rise to get inflation to come down.

The same day the stonk market rallied over 1000pts.

Lets dig in and see what actually happened.
👇🧵 Image
The prior evening to this major econ metric, jpan lowered US long bond yields. Notice the tight correlation to USDJPY.

jPanesa is just the eastern branch of the federal reserve. Image
On the economic event - jPan did a hard swap (see top link of my profile page - it will take you to a list of threads - click "swaps") Image
Read 21 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(