A hub for independent voices and hard truths
Institutional investors have rarely ever been this bearish on the US Dollar: US Dollar net exposure by global fund managers is down to -35 points, the lowest in at least 14 years byu/RobertBartus inEconomyCharts This is insane… US Dollar share …
Turns out printing confidence does not work forever. Gold just embarrassed every major currency at the same time. The Yen, Euro and US Dollar currencies all reached new all time record lows against Gold (real money) today. Gold is money.Everything …
It looks like the Japanese government just pulled the trigger and is now actively intervening in the FX market selling Treasuries to fetch USD they then dump to buy and strengthen the JPY 👀🚨 https://t.co/3M4VLLU0gg pic.twitter.com/Sdx5R1z2Zo — JustDario 🏊♂️ (@DarioCpx) …
via notayesmanseconomics Overnight we have seen quite a significant move in an area which amongst other things frequently pops up in the comments section on here. It continues a powerful move and we now see a big figure change to …
We’re entering the “return to normal” stage of the bubble. pic.twitter.com/FfmSGvTMnm — Jacob King (@JacobKinge) April 11, 2025 Market is optimistic going into the close that a deal or postponement can be made over the weekend with China — The …
Yeah, this is definitely not over Yen and Franc absolutely *ripping* higher, along with gold CPI came in cool, and the curve is steepening notably Dollar down big time as ES/NQ and long end continues to sell off https://t.co/H6j1P6F07K pic.twitter.com/CrFR6276Tv …
We have heard from Trump, Bessent & Musk repeatedly: They want LOWER dollar, yields & oil. But do they realize this is what triggers a yen carry trade unwind – part 2 – which would trigger de-risking of the concentration …