Independent thinking for complex markets and current events
Well I didn’t see this coming.. For those who are blind to these ongoing global affairs.. it’s all about the US Dollar vs Chinese Yuan. Who controls the money, controls the world. But USA could have just pulled out a card I did not see coming. A deal with Indonesia. Block the straight of Malacca …
According to CNN‑sourced reporting (carried by MSN and Caliber.Az), Iran is: Negotiating with eight countries Offering safe maritime passage through the Strait of Hormuz On the condition that oil transactions with Iran are conducted in Chinese yuan, not U.S. dollars Targeting countries outside the Middle East Exploring a broader strategy to regulate traffic through the …
BREAKING: Iran may permit the passage of oil tankers through the Strait of Hormuz if the oil carried is traded in Chinese yuan rather than the US Dollar, according to CNN report. — The Spectator Index (@spectatorindex) March 14, 2026 IRAN JUST OFFERED TO REOPEN THE STRAIT OF HORMUZ. BUT ONLY IF THE ENTIRE WORLD …
via notayesmanseconomics This morning has brought some news that brings an old theme on here to mind. In fact two parts of it. There was the theme of currency wars from over a decade ago and the consistent attacks from the US Treasury that China has devalued its currency to gain a competitive economic advantage. …
2026 just started and China already dropped a financial bomb 💣 Beijing quietly EXTENDED a policy letting banks roll over 3.8 TRILLION yuan of bad personal loans. Translation: the debts are so bad they can’t be cleaned up. Banks are dumping credit-card defaults at 10–20¢ on the dollar, hiding losses, and repackaging the trash into …
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 EU plans to launch its digital euro in October this year. Christine Lagarde, president of the European Central Bank, said, “It is piloted on a fairly large scale in China, [where it] is of use and of service to all citizens” https://www.reuters.com/sustainability/boards-policy-regulation/ecbs-lagarde-urges-eu-lawmakers-speed-up-digital-euro-law-2025-06-23/. She added, “So it is not something that is good for the …
A significant development originating from within the American financial sector indicates a notable shift in global trade practices. A US bank executive has recently disclosed that a growing number of international exporters are expressing a reluctance to accept the United States Dollar for transaction settlements. This emerging trend, if sustained, represents a material change in …
The recent spike in 10-year Treasury yield coincided with China fixing the Yuan weaker. That's no coincidence. The falling Yuan had contagion effects to all of EM, causing EM reserve managers to sell Treasuries. This shows how much power China has over US markets … and policy. pic.twitter.com/gCO47YV0r4 — Robin Brooks (@robin_j_brooks) April 24, 2025
Because they have spent 50 years devaluing their own currency in order to blackmail the rest of the world. If we let their currency rise to what it actually should be, the CCP would be done. h/t Flat_Health_5206
Steepest drop since September 2008. pic.twitter.com/8lMdk43vdb — Financelot (@FinanceLancelot) December 16, 2024 China’s retail sales rose by 3% in November from a year ago, according to National Bureau of Statistics data released Monday, missing the forecast of 4.6% in a Reuters poll. That marked a sharp slowdown from 4.8% growth in the previous month. Retail sales in October …
Overseas investors have been selling Chinese stocks for eight consecutive days, marking the longest streak since October. During this period, they offloaded a total of 30 billion yuan ($4.1 billion) on a net basis via the northbound link between Hong Kong and mainland stock exchanges. Kweichow Moutai, a prominent stock, experienced significant selling, with the …
In the face of calls around the world to diversify out of the dollar in recent years, the US has nabbed almost one-third of all the investment that flowed across borders since Covid struck. An International Monetary Fund analysis sent by request to Bloomberg News shows that the share of global flows has climbed — …
SHANGHAI, April 26 (Reuters) – China’s sliding yuan has been hitting the weak end of the band in so-called cash settlement transactions this week, making it challenging for banks and businesses on the mainland to transact, traders say. Under unrelenting pressure from rising U.S. yields and outflows from China, the yuan is at five-month lows …
The yuan was used in 49% of China's cross-border transactions last quarter, topping the dollar for the first time This is huge news Many continue to be in denial The worlds second-largest economy has the dollar in its cross hairs and is stockpiling gold Enjoy the wild ride — Gold Telegraph ⚡ (@GoldTelegraph_) July 25, …
