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
Kathleen Tyson Profile picture
Kathleen Tyson
@Kathleen_Tyson_
Global liquidity plumber (triparty repo, FX & optimisation), former central banker & author of Multicurrency Mercantilism: The New International Monetary Order.
Nov 18 • 6 tweets • 3 min read
This is a classic judo strategy by China, using USD hegemony to prevent targeted instability and crisis as rates rise, while securing its own long-term CNY commodities and energy supplies.

1. China borrows USD at sovereign rate LOWER than half US Treasury 10 year rate, 19.9X oversubscribed.
2. China uses USD in Global South to support their USD debt service, preventing 1980s-style crisis and defaults.
3. China gains long-term minerals, energy, commodities supplies payable in CNY.
4. China repays bonds with cheaper dollars as commodities reprice higher in tighter supply-constrained markets.

tradingeconomics.com/china/governme…

Clever China! Win-win! Meanwhile PBoC now has 42 permanent swap lines for $570 billion RMB with peer central banks to support stable RMB liquidity.
Nov 9 • 4 tweets • 3 min read
Lame duck Biden will send US mercenaries to Ukraine. Some thoughts.

Putin probably wanted and foresaw this. He wants to kill or disable as many Western mercenaries as possible in Ukraine to prevent their use in Asia, Africa, and Latin America later.

Ukraine was the top provider of foreign mercs used by the Pentagon since 1991. There are pictures of Azov Battalion familiar faces in Hong Kong 2019 and the Capital riot 2021. They were the go-to imperial ‘rent-a-thugs’ for decades. Eliminating US mercs in Ukraine is more efficient than finding and fighting US mercs globally.

The Ukraine war has been slow walked for 2 years to lure Western mercenaries into the fight, with frontlines hardly moving until recently. Kursk cauldrons killed hundreds, perhaps thousands, of foreign mercs (exempt from protections of the Geneva Conventions).

Empires collapse when they rely on mercenaries for power projection. Mercenaries can quit, switch sides, hold alternative motives, or turn on their contractors.

Killing off US mercs in Ukraine will leave US less able to destabilise, coup, terrorise, or war against the emerging Multipolar world. It is a necessary element of a new security order in the Global Majority that seeks to unify, pacify, and grow shared prosperity.

Trump today meets with Hungary’s Orban and Poland’s Duda at Mar-a-Lago to map out (literally) the shape of post-war Ukraine.

Meanwhile, Biden escalates US contractor engagement on the battlefield. Biden goes out as he came in, a warmonger.Image Of course US mercenaries from as far afield as Columbia, Syria, and Afghanistan have been sent to Ukraine since 2022. In some ways making it official just brings covert policy out in the open. Below is a table of foreign mercenaries in Ukraine compiled by Russia.
Oct 26 • 4 tweets • 2 min read
Agree the quiet around the Intelsat 33e Boeing satellite blowing up 40,000km above Earth points to something being suppressed. The debris spread at a velocity in excess of 500m per second (see debris field below).
Oct 11 • 5 tweets • 3 min read
Clearly we are in the narrative shaping phase of another attempt at regime change in Iran. Those who follow me know that I reject labels such as 'democracy' and 'autocracy' in favour of data on development and improvement of lives. Still it's kind of funny that US-Israel plan to replace a functional democracy (they just had an election for president) with a sock-puppet monarch.

So how bad is Iran? Let's take a look at some data:
- Life expectancy has improved more than any other peers from 50 years under the Shah to 78 years today;
- Child mortality has reduced from 20% to less than 2%;
- Net migration (proxy for extreme oppression or violence against minorities) is positive mostly, people moving to Iran not from it;
- Extreme poverty has been eradicated.

Those mullahs aren't doing a half bad job running Iran.

Don't make the mistake you made in 2003 of believing Iranians will welcome a military overthrow of their state with 'sweets and flowers', expecially after 20 years of watching Iraq be strangled by a US chokechain.Image
Image
Image
Image 'But Iranian women are oppressed' is the favourite rallying cry of the pro-coup trolls.
Iran is following Saudi's path to full education and integration of women in the workforce. It has to move at its own speed and according to its own values.
Baathist Iraq (secular) was the most gender equal in the region, with most professionals women in 2003. Where are those women now that we have destroyed Iraq with sectarianism?Image
Jul 30 • 4 tweets • 1 min read
Detailed thread on why impunity for gang rape is core to Zionist political and military identity. More #ICJ_evidence
Jul 24 • 4 tweets • 2 min read
I don’t believe anything Mike Pompeo wants me to believe, and he is very partial with facts here, but I do agree that Hong Kong was his biggest failure.

The ‘students’ he trained to lead the riots failed to avoid being filmed with their NED and Embassy handlers.

The terrorists he trained in Taiwan failed to blow up a prosperous, crowded neighbourhood in Hong Kong, arrested once the police discovered the plot.

The propagandists he planted in media were forced to confess their complicity and jailed.

He failed to provoke a mainland military intervention CIA and media would have decried oppressive.

I knew watching the riots in Hong Kong in 2019 that China would have to de-dollarise to protect itself, so Pompeo failed to defend the one thing securing US hegemony in the world.

Can’t wait to see what he will fail at in the next Trump administration. Hong Kong protest leaders leaders meeting with serial riot promoter in several countries and colour revolutions, Julie Eadeh, then assigned to the US Hong Kong Consulate.
Jul 23 • 5 tweets • 2 min read
So yesterday 4 Israeli cargo planes emptied Serbia of its vast US weapons stockpile, and today the Pope flies to Kiev to meet Zelenskiy while the Ukrainian foreign minister goes to Beijing.

Netanyahu is in Washington to give his vassals further instructions as the US president is curiously removed and replaced. He also brought 8 cases of dirty laundry for US cleaning in a performative humiliation ritual unique to Israel.

China has forged a unity government accord among 14 Palestinian factions for defence and governance of a Palestinian state.

US, UK, EU are winding up war in Ukraine to go all in on genocide of Palestinians in Palestine to prevent a Palestinian state being viable.

#ICJ_evidence NATO lost their bid in Ukraine for Crimean oil and gas, so the genocide of Palestinians is and always was about annexation of Palestine land for Israeli dominance of Levantine Basin oil and gas, with a pipeline to Greece via Cyprus, bypassing Turkiye.
Dec 28, 2023 • 5 tweets • 2 min read
This expropriation of Russian assets will punctuate the end of a century of FX official reserves accumulation, except in G7 Daisy Chain and Anglosphere states.
The rest of the world reverts to gold in self-custody as reserves and innovates new bilateral trade models for food and energy security. The 1922 Genoa Conference established USD and GBP as reserve assets for central bank accumulation to underpin wider credit growth.
The system relied on security of rights to property.
That is now destroyed. Image
Dec 22, 2023 • 4 tweets • 2 min read
The US is pushing for expropriation of frozen Russian central bank foreign exchange reserves to endow these in some form to Ukraine.
Under international customary law central bank reserves have diplomatic immunity from seizure, even in a declared war.
If they do this G7 ends FX reserves, innovated in 1922 as an expedient to expand debt, except among themselves and aligned states.Image
Image The foreign market for US Treasuries has been contracting to G7 and Anglophone states since the Russian assets were frozen.
The list of large foreign holders in the Treasury TIC data has contracted from 38 named states in May to just 20 in October.
Dec 4, 2023 • 5 tweets • 2 min read
War in Ukraine is beginning to end as US stops funding its failed proxy war at the end of this month.
US accepts it will never have the Crimean oil and gas basin, so now prioritises the Levantine Basin gas reserves off Gaza through proxy Israel and Venezuelan gas and oil through client Guyana.
The referendum to reclaim Esequiba as a further state of Venezuela - with very low population but huge offshore gas reserves - has overwhelmingly passed.
The US intended a military base there to threaten Venezuela and protect US oil and gas exploitation.
Oct 17, 2023 • 9 tweets • 3 min read
This is not to ‘deter escalation’. Lebanon and Syria better be ready for a ground invasion. US already has bases in occupied northern Syria. The Levantine Basin. No wonder US, UK, and EU are all cheerleading a genocide. It’s the pre-game warm up act.
Jul 22, 2023 • 9 tweets • 4 min read
I privately predicted war against Iran when Biden called up 4000 Reservists and sent another 2500 troops to occupied Syria. Lot of hardware moving to the Gulf.
US wants to refill the SPR by seizing Iranian oil fields.
The reason for Kissinger’s trip to Beijing was to ask Xi and… https://t.co/kLSCujtKb3twitter.com/i/web/status/1…
Not sure I can take this David Axe commentary seriously.
He is a war fetishist.
Link to the Telegraph:
Link to David Axe Wikipedia page: https://t.co/fSOtgtXFCwtelegraph.co.uk/news/2023/07/2…
en.wikipedia.org/wiki/David_Axe
Jul 11, 2023 • 6 tweets • 2 min read
Thread 1/6: I am the plumber of global dollar liquidity (invented Triparty Repo (now $10.4 Trillion average interbank secured credit) and got US Treasuries into Clearstream for global collateral). I don't agree a stable transition from unipolar dollar isn't possible. Here's why. 2/6 Dedollarisation targets trade in goods among global East and South states. Total annual global trade in goods is just $46 Trillion - so about 8 days of FX trading by value (I also built CLS Bank that settles $6-7 Trillion a day in FX).
May 27, 2023 • 4 tweets • 2 min read
It's Henry Kissinger's 100th birthday.
I have followed Kissinger for his grasp of geostrategic politics since my childhood delivering newspapers with his picture on the front page in the 1970s.
His 2014 call that sanctions would lead to mercantilism and cost the US dollar… twitter.com/i/web/status/1…
Mar 21, 2023 • 5 tweets • 2 min read
Yuan is a new energy-equivalent reserve and settlement currency as Russia offers oil for yuan in Asia, Africa & Latin America. Big question is whether GCC states follow suit and also offer oil in yuan for global delivery.
Those 400 Tomahawks to Japan and 220 Tomahawks to Australia and all those new bases are costing US dollar hegemony and escalating inflation. Self-harm.
Mar 19, 2023 • 5 tweets • 2 min read
This is a sign of significant stress.
Important to understand just 5 central banks have these lines: US, UK, Swiss, ECB, Japan.
All other economies are kine, potential collateral damage, or even potential sacrifice or prey. The announcement. They know UBS-CS is going to be destabilising. And yes, Canada is there too.
Mar 4, 2023 • 6 tweets • 2 min read
The Valeriepieris Circle has a 4000km radius centred in the South China Sea. It is home to 4.2 billion people - more than half Earth's population. US, Japan, Australia, Philippines, and UK intend to stage the next World War there. We should each do what we can to discourage them. You might think this doesn't affect you much. Next time you go to the shops and wonder why prices are rising so rapidly, think about this Circle. 4.2 billion people preparing for war are going to make 2022's inflation rate look sedate and mild. Stockpiling has already started.
Feb 22, 2023 • 40 tweets • 6 min read
🧵 LONG Thread 🧵 on Putin's State of the Nation Speech, 21 Feb 2023, 2 hours:
en.kremlin.ru/events/preside…
🔸 Kiev anti-Russian oppression in Donbas;
🔸 West's Minsk deception while arming and training Uke Nazi militias;
🔸 NATO bases and bioweapons labs near Russian borders; 2/40 🔸 West now admits Minsk accords and Normandy format were bluffs, and is even proud of deception rather than diplomacy;
🔸 Same shameful deception in Yugoslavia, Iraq, Libya, Syria;
🔸 "Europe and the whole world needed an indivisible security system equal for all states";
Feb 21, 2023 • 5 tweets • 2 min read
Those who follow know I sometimes note a narrative change. This is one RIGHT NOW. China is calling time on US global hegemony - political, economic, military & cultural. Putin’s speech at 9:00 GMT will likely add specific details to drive the new BRICS+ narrative and NIEO shift.