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 Long Investor (@TheLongInvest) April 11, 2025
China just posted this pic.twitter.com/qwDuaozpxl
— Eric Daugherty (@EricLDaugh) April 11, 2025
Investors rushing to the exits on all dollar denominated assets.
Not good at all. pic.twitter.com/VLET4RajbV
— Spencer Hakimian (@SpencerHakimian) April 11, 2025
BREAKING: US leveraged-loan funds saw a record $6.5 billion net outflow in the week ended Wednesday.
This surpassed the previous record of $3.6 billion seen in the December 2018 sell-off.
Furthermore, investors pulled out a whopping $2.5 billion from the two largest ETFs tied… pic.twitter.com/flkT3zMefO
— The Kobeissi Letter (@KobeissiLetter) April 11, 2025
Reporter: President Trumps has said China wants to make a deal… Why doesn’t he just pick up the phone and get this ball going?
Leavitt: He would be gracious if China intends to make a deal. If China continues to retaliate, it’s not good for China. The United States of America… pic.twitter.com/wOhF29pqkm
— Acyn (@Acyn) April 11, 2025
Why are we messing around? Just go to 400%. Then it becomes impossible for China to access the American market, which is 39% of all consumption in the world, and 26.1% of the world's GDP. China cannot do without America, period. And the reason that Xi would care about this and be… pic.twitter.com/5errBQUWH9
— Kevin O'Leary aka Mr. Wonderful (@kevinolearytv) April 10, 2025
It’s not China that’s dumping Treasuries.
It’s Japan.
They are preparing to defend their currency.
This was always part of the thesis.
They raise dollars to buy Yen.
Initial yield spike, then flight-to-safety trade back into Treasuries occurs on reverse carry trade.
— Michael A. Gayed, CFA (@leadlagreport) April 11, 2025
This isn’t about tariffs.
This is about Japan.
You will soon understand this.
All eyes on the Yen.
🐦🔥🇯🇵 pic.twitter.com/2OHU5UamYj
— Michael A. Gayed, CFA (@leadlagreport) April 10, 2025
This yen carry trade unwind is like watching a ping pong match https://t.co/MGyUfpcYGZ pic.twitter.com/l1eMrFHyYr
— kristen shaughnessy (@kshaughnessy2) April 11, 2025