Independent thinking for complex markets and current events
Japan's government says it may "intervene" before the Japanese Yen to US Dollar ratio reaches 160. Over the last 2 months, the Yen has gone from 145 to 157 as a $110B+ stimulus package is coming byu/RobertBartus inEconomyCharts I agree, but does it really solve anything for Japan? With all the helicopter money, a demographic …
Tom’s hair is no longer bullish. That’s the tale tell.
They finally figured out that they both have so much trouble at home, that neither can afford a trade/cold/hot war…. Why the sudden reversal on the trade war? Something doesn’t smell right. Weekend futures keep dropping. Tonight’s open will be interesting https://t.co/Ml9p0K76r1 — QE Infinity (@StealthQE4) November 2, 2025 Q: Do you agree that the …
New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see interest rates are back to …
China is portrayed as the winner in this week’s agreement with the US, but the reality is that China desperately needed a deal. You just have to look at how Chinese goods are flooding countries around the world to see the damage US tariffs are causing… China is portrayed as the winner in this week's …
Across the Midwest, combines sit idle and bins overflow with unsold grain. Corn prices are down nearly 50% since 2022. Soybeans have dropped 40%. Fertilizer and equipment costs are up double digits. And 8 in 10 farmers now say they believe the U.S. is on the brink of another farm crisis reminiscent of the 1980s. …
Got #gold and #silver???$ag $fsm $kgc $btg $nxgcf $bcekf $armn $nfgc $sbsw $lbcmf $nexm $ogmnx 🚀🚀🚀🚀 pic.twitter.com/GqsK9DMR8F — 🪙 Gold Finger 🪙 Precious Metals Guru (@NFL_FantasyNews) October 23, 2025 [BEIJING] Chinese banks helped clients offload overseas currencies at the fastest pace since 2020 last month, as optimism towards further yuan appreciation grew. Lenders sold a …
Trump just terminated trade talks with Canada over a $75M Ontario ad using Reagan to slam tariffs. He called it “fraudulent” and accused Canada of meddling with U.S. policy. Relations just got icy. TRUMP: ALL TRADE NEGOTIATIONS WITH CANADA ARE TERMINATED pic.twitter.com/D2xBJaFwII — amit (@amitisinvesting) October 24, 2025 Now, negotiation talks begin to negotiate trade …
BREAKING: Trump is considering restricting US software exports and shipments of items made with US software to China, per WSJ — unusual_whales (@unusual_whales) October 22, 2025 TACO SAID TO IMPLEMENT GLOBAL EMBARGO ON ALL CHINA EXPORTS. GLOBAL TRADE WAR. GLOBAL RECESSION!! THIS WILL NOT HAPPEN. CHINA EXPORTS CONTINUE TO GROW!! — tic toc (@TicTocTick) October …
TRUMP: IF CHINA DON’T DO BUSINESS WITH US, THEY’RE IN BIG TROUBLE “And if they don’t do business with us, I think China is in big trouble. I’ll be honest with you. I think China is… I don’t know that they even make it. I believe that they’re in big trouble. But we have to …
Good Morning from Germany, which is increasingly losing out in trade w/China. Over the past 12mths, exports have dropped to €82bn, while imports have climbed to €165bn. The resulting trade deficit of €83bn is the largest since March 2023 and close to the record of €87bn. This… pic.twitter.com/auSjmfoDC7 — Holger Zschaepitz (@Schuldensuehner) October 20, 2025 …
Pakistan relaxes trade rules with Iranhttps://t.co/V3xeC5OzgV — Press TV 🔻 (@PressTV) October 20, 2025 Pakistan has relaxed its rules for trade with Iran amid efforts to boost economic exchanges between the two neighboring countries. Reports on Sunday said that the Pakistani Ministry of Commerce had exempted 57 goods and products from requirements for Iran trade, …
Is it just me, or does Bessent seems to suggest the trade war with China will heat up dramatically after November 1st? He claims Chinese officials threatened to collapse the global economy but that's literally the last thing China wants right now.pic.twitter.com/zmFv3pNk5a https://t.co/MD9mLqVn6U — Financelot (@FinanceLancelot) October 20, 2025 🇨🇳#BREAKING CHINA'S TOP TRADE NEGOATIATOR LI …
TRUMP: – WE ARE IN A TRADE WAR WITH CHINA – INDIA ASSURED ME THEY WOULD STOP BUYING RUSSIAN OIL – 5 OR 6 WARS HAVE BEEN SOLVED BECAUSE OF MY USE OF TARIFFS he’s bringing back the tariff conversation again publicly likely trying to gain more leverage before the meeting with China TRUMP: – …
Organizers estimated more than 150,000 people joined the demonstration, while the police put the crowd at 80,000. Police vehicles chasing protesters were seen to smash up bicycles. Officers out of uniform but identified by red arm bands detained protesters, tying their hand with plastic bands. At one point, police officers on bicycles sheltered inside a …
SOMETHING'S UP!! The insider whale now upped his $BTC short to $498M. This is the same guy who shorted just before Trump's speech. What does he know??? pic.twitter.com/NTqFkc2LdR — Kyle Chassé 🐸 (@Kylechasse) October 14, 2025 CHINA VOWS TO FIGHT TRADE WAR TO THE END. 🇨🇳 THIS IS DEFINITELY THE HEADLINE TAKING MARKETS DOWN A …
BESSENT THIS MORNING: – US-CHINA RELATIONSHIP IS GOOD – 100% TARIFFS DOESN’T HAVE TO HAPPEN – WE’LL SEE IF CHINA WANTS TO BE A RELIABLE SUPPLIER FOR RARE EARTHS so now we have JD Vance, Bessent, and Trump all de-escalating the situation within the past 24 hours BESSENT THIS MORNING: – US-CHINA RELATIONSHIP IS GOOD …
1 minute later? Yeah, the call is coming from inside the house. “It’s a big club, and you ain’t in it” h/t @th3summoner
https://finance.yahoo.com/news/eu-propose-doubling-tariff-rate-092936456.html The European Union plans to hike tariffs on its steel imports to 50%, according to a draft proposal seen by Bloomberg. The move will align the bloc’s rate with the US, which has sought to push back against overcapacity from China. The EU currently has a temporary mechanism in place to safeguard its steel …
EU’S TRADE WALLS BACKFIRE: FOOD PRICES SURGE, EXPORTS CRASH Imagine if every U.S. state had to agree before making any trade deal, and then California always got the final say. That’s basically how the European Union works. Countries like Estonia and Cyprus can’t cut their own deals. They’re stuck with what the EU decides. Now, …
Must be time for another crisis. Job openings held steady in August but real-time measures don’t look so good for September. pic.twitter.com/RCNiOOKKvn — Peter Berezin (@PeterBerezinBCA) September 30, 2025 6 Month Change in Private Employment 👇🏼 “Ruh Roh” pic.twitter.com/me2QNy0YZy — Kalani o Māui (@MauiBoyMacro) September 30, 2025 🚨BREAKING: The US labor market is CONTRACTING. US …
“We have in Japan it’s $550 billion, South Korea’s $350 billion. That’s upfront,” Trump told reporters on Thursday Japan has said they will make investments based on U.S. projects, rather than paying upfront. Japan says the investments should be made ‘from time to time’ until the end of Trump’s term in January 2029. Japan intended …
Canada’s newest trade agreement is a game changer. With this deal, 95% of our exports to Indonesia will be more competitive in their economy. President @prabowo and Canada are unlocking huge economic opportunities for our workers, and greater prosperity for both our nations. pic.twitter.com/MNtpMyJizQ — Mark Carney (@MarkJCarney) September 25, 2025 https://www.msn.com/en-us/money/economy/canada-and-indonesia-ink-deal-to-slash-trade-barriers/ar-AA1NfisP The agreement, known as …
Sounds like trade talks are going well pic.twitter.com/AngPXpZrla — QE Infinity (@StealthQE4) September 22, 2025 https://sg.finance.yahoo.com/news/modi-urges-indians-rid-foreign-122233361.html Indian Prime Minister Narendra Modi in a public address on Sunday asked citizens to stop using foreign-made products and instead use local ones, pushing for a self-reliant campaign when trade ties with the United States have soured. After U.S. …
A $ 20 billion hit to Nvidia’s bottom line. It’s probably nothin. https://t.co/ga3tZSAvoe — The Great Martis (@great_martis) September 17, 2025 https://twitter.com/buccocapital/status/1968320607667536064 The biggest stock in SPX and NDX. Trade war not going well.https://t.co/Cvw3VZhV8Z — Marko Kolanovic (@markoinny) September 17, 2025 ‘Dot-Com Bubble 2.0’ could burst at any time With AI mania driving unprecedented investment …
The faint reassurance that the dollar still dominates is fleeting because the trend is compounding. Every deal settled in yuan, every gold warrant moved into reserves, every transaction bypassing the dollar erodes the assumption of American financial supremacy, and no press release or pundit can rewrite that reality. The question is unavoidable: who suffers first …
The U.S. trade deficit in goods widened 22.1% to $103.6 billion in July from $84.9 billion, according to the Commerce Department’s advance estimate released Friday. The deficit was much wider than expected. Economists expected the deficit to widen to $87.7 billion, according to the Econoday research firm. “The wide fluctuations in trade flows associated with …
via notayesmanseconomics As this week has progressed with the Western Capitalist Imperialists struggling with rising bond yields China can afford a wry smile. We noted the all-time lows being seen as its benchmark 10 year yield went below 2% as autumn turned to winter last year. Well now it is 1.75% as those invested in …
