Why did the 2yr treasury sell off when everything else rallied on the tariff pause?
Why did gold recover and finish the day up $100 amid widespread euphoria in risk assets?
Something doesn't add up here and I don't know what it is. Keep your helmets on. pic.twitter.com/Nqe0oJkxdY
— Nobody Special (@JG_Nuke) April 9, 2025
https://twitterx.com/GoldTelegraph_/status/1910215431023194499
🇨🇳CHINESE FACTORIES CUT OFF DISCOUNTS AS U.S. ORDERS COLLAPSE
U.S. buyers are canceling orders and Chinese manufacturers are refusing to lower prices further after Trump’s latest tariff hike on China took effect Wednesday.
One toy factory in Guangdong lost a Baltimore customer… https://t.co/MrejD2Prgg pic.twitter.com/7cPYcOmOP9
— Mario Nawfal (@MarioNawfal) April 10, 2025
*ONSHORE YUAN FALLS TO WEAKEST SINCE 2007 ON CHINA-US TRADE WAR
China purposely making their exports generationally low for Europe, Japan, Australia, Canada, Mexico, Brazil.
And then they’re going to ask those countries, do you prefer to buy from us or from them?
— Spencer Hakimian (@SpencerHakimian) April 10, 2025
3 out of 4 recession signals have been triggered.
Yes – Tariffs were paused, leading to a face-ripper rally — but risk hasn’t disappeared.
Believe it or not, stocks remain overvalued even at these levels.
Fragile optimism is the most dangerous kind.
Full breakdown in my…
— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) April 10, 2025
Fox News journalist Charlie Gasparino says Trump lowered the tariffs with "no deals" on the table because "Japan, the biggest holder of bonds, was selling bonds…If you have a mass sale of bonds, it means people are losing confidence in the US Economy."pic.twitter.com/FPTzbOdvXZ
— Jeffrey J. Hall 🇯🇵🇺🇸 (@mrjeffu) April 10, 2025
Create a crisis, blame others.
Stop creating a crisis, take credit.All while accomplishing nothing except a vast wealth transfer for the banking cartel.pic.twitter.com/f23aioN60c https://t.co/eVB0e2mCbi
— Financelot (@FinanceLancelot) April 10, 2025
🇺🇸 WHITE HOUSE ECONOMIC ADVISER KEVIN HASSETT JUST SAID:
– BOND MARKET MAY HAVE CONTRIBUTED TO TARIFF DECISION BUT DID NOT CAUSE A PANIC MOVE, EVERYTHING MOVED IN AN ORDERLY FASHION
– THERE ARE DEALS CLOSE TO FINISH LINE, CLOSE TO 20 COUNTRIES MAKING OFFERS
— Evan (@StockMKTNewz) April 10, 2025
usdjpy. i dont think this is over yet… pic.twitter.com/zlohM1L1cb
— Michael J. Kramer (@MichaelMOTTCM) April 10, 2025
There has not been a very meaningful change in some of these swap spreads. I think liquidity conditions are still fairly tight. pic.twitter.com/a5RmRB0Ob7
— Michael J. Kramer (@MichaelMOTTCM) April 10, 2025