Independent thinking for complex markets and current events
Moody's assessment is right. No other major developed economy is under pressure to grow its GDP by nearly 5% simply to service its debt. None. This is a central pillar of the bearish case for the US dollar. FX is a relative game and the urgency for rate cuts in the US is… pic.twitter.com/53XMF3p6f8 — …
Big day for the dollar. Tonight is war:– PPI YoY (core inflation proxy)– Retail Sales (real economy pulse)– Powell speaks (narrative control) This isn’t just data — it’s positioning fuel. Liquidity will chase whatever breaks the illusion first. Be sharp. Stay liquid. Kill… pic.twitter.com/b56pN794al — Ananta (@AnantaSumantera) May 15, 2025 ⚠️Friendly reminder: Economic data will …
It was the kind of contradiction only the American financial machine could pull off. A dollar gaining strength while the nation bleeds money. A currency rising even as the balance sheet tilts further out of control. But this isn’t strength born from stability. It’s a balancing act. A tightrope stretched over a canyon of risk. …
$2.5 trillion in silent dollar holdings could be dumped—and no one’s paying attention. Everyone’s watching central banks, but the real danger to the dollar lies elsewhere. A quiet sell-off from Asia could spark a rapid collapse in confidence, inflation, and your standard of living. This video breaks down how close we are to the edge—and …
The trade deficit will find another level but the situation is actually worse once people step back and think about sht for more than a degenerate price tick. The underlying problem with this disorderly “Flood the Zone” manner in which the current ‘rebalancing’ of US trade is being conducted is that trade disruptions are happening …
Goldman Sachs is holding firm on its bullish GOLD outlook, with a base case of $3,700/oz by year-end and $4,000 by mid-2026. If a recession hits, they expect ETF inflows could push prices up to $3,880 by year-end. In extreme tail scenarios—like rising concern over Fed… — Wall St Engine (@wallstengine) May 5, 2025 All …
During his final shareholder meeting as Berkshire Hathaway CEO, Warren Buffet said conditions could develop in the U.S. that "could easily make us want to own a lot of other currencies." I'd say such conditions are developing and Berkshire is already eyeing foreign investments. — Peter Schiff (@PeterSchiff) May 4, 2025 *BUFFETT SAYS THERE COULD …
“For decades, the Japanese and Chinese produced more than they consumed and saved the difference. A part of those savings got invested in US treasuries, which meant the US govt could spend more than it earned and borrow the difference. The more Asian savings grew, the more US borrowing surged. Western economists understood this mechanism, …
Some people believe that the tariff disruptions will settle down as more negotiations happen and greater thought is given to how to structure them to work in a sensible way. However, I am now hearing from a large and growing number of people who are having to deal with these issues that it is already …
by MonetaryCommentary This particular offshore dollar liquidity gauge, calculated as the ratio of total liabilities of foreign-related institutions in the U.S. to U.S. deposits at foreign banks, remains mired in a secular upswing, suggesting that foreign banks are still boosting their dollar liabilities in U.S. markets at a faster pace than U.S. residents are placing dollars …
Treasury bond yields going higher, dollar going lower. We’ve never seen this before. byu/Boo_Randy_II inSilverDegenClub
Luke Gromen, Founder & President of Forest For The Trees joins James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth in discussing the outlook for economic growth, the U.S. dollar, inflation, monetary policy, and gold.
What happens when the world stops trusting the dollar? Global investors are already backing away – and the reckoning may have begun – just hit its 25th all-time high of 2025. Are you prepared? By Peter Reagan It’s said that if you asked a fish if water is wet, the fish would reply, “What is water?” …
by Michael For many years, pundits have been warning us that the U.S. dollar would collapse. In 2025, it is actually starting to happen. The U.S. dollar hit a three year low against other global currencies last week, and on Wednesday the crash of the dollar resumed. Overall, the U.S. dollar is now down about 9 …
The Dollar is now down 69% vs gold… …just in the past 12 months alone When gold is screaming higher (>2.5% on the day, 8.8% in the past 2 weeks), it’s sending a huge warning Few seem to grasp the implications of this https://t.co/VZjvc2a03K pic.twitter.com/5Q92l3rBOM — Robert (infra 🏛️⌛️) (@infraa_) April 16, 2025 h/t …
by Jesse Colombo The U.S. Dollar Index is testing a key technical level that has triggered major rebounds in the past—making this an important setup for commodities and precious metals investors to watch closely. The U.S. dollar has fallen sharply since the start of the year, which has boosted commodity prices—especially metals like gold and silver—due …
by David Haggith One of my recent warnings was that the US is sliding toward more credit downgrades because the Trump Tariffs are stripping away the one thing essential to the dollar surviving as the global trade currency—TRADE. The big thing that makes the present situation far more precarious for the dollar than any previous situation is that …
The economy is facing a storm of contradictions, and it’s beginning to show its cracks. As tariffs weigh heavily, the fear of inflation is creeping back into the market, even as the dollar is in freefall. The result? A liquidity problem that’s raising short-term yields and strengthening the yen—something we haven’t seen in years, all …
by Ellen_1234 Comparing QQQ with EQQQ, and EUR/USD for comparison. I’m not an expert but seems to me there wasn’t that much recovery at all.
It’s now official. The euro has broken out above a key historical resistance level. FX trends often take time to develop, but once they do, they tend to persist for years. I expect this time to be no different, with the US dollar likely to weaken further against other… pic.twitter.com/KiCuLdQqcG — Otavio (Tavi) Costa (@TaviCosta) …
Crazy to think that despite the huge divergence between the S&P 500 and gold, their ratio is still back at its 1929 peak levels. pic.twitter.com/J08CsXt7m9 — Otavio (Tavi) Costa (@TaviCosta) April 11, 2025
JUST IN: Gold reaches new all-time high of $3,220. pic.twitter.com/Mo2PFP4ipt — Watcher.Guru (@WatcherGuru) April 11, 2025 Say it again You can control the negotiation table but you can not control: – US 10 Yr and US 30 Yr Yield– The Dollar– The Fed– Inflation– China's counter policies– The stock market– Interest Rates– Humans getting triggered– …
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 …
A $3,500 gold forecast isn’t just about price – it’s a warning. Central banks are ditching dollars for bullion (while the gold/silver ratio just broke 100:1!) Amid back-ups at Swiss refiners and compliance with the Basel III accord, are even U.S. banks ditching the dollar? By Peter Reagan Your News to Know rounds up the most …
Last night, financial carnage ripped through Asia. Margin calls. Liquidations. Panic. But this isn't just about Shanghai, Hong Kong, or Tokyo. Behind the headlines is something far bigger — signs of global monetary deflation, dollar stress, and a carry trade unraveling through… — Jeffrey P. Snider (@JeffSnider_EDU) April 8, 2025 Just talked with a source …
The United States has been living on borrowed time and borrowed money. For decades, both parties in Washington have relied on the two bluntest tools in the box, fiscal impulse and monetary impulse, to keep the illusion of strength alive. Massive spending sprees and ultra-loose money from the Fed have propped up the economy like …
Trump’s transportation chief Sean Duffy says DOGE can help MTA cut ‘fraud, waste and abuse’ as he rides subways with NYC Mayor Adams https://t.co/T8xenR92f1 pic.twitter.com/fe1bO9V9Gu — New York Post Metro (@nypmetro) April 4, 2025 #MTA threatens another 'Summer of Hell' of subway disruptions if #NYC doesn't cough up billions — as transit agency touts its …
