Literally off the charts...
Source: FT
China remains in deflation
*CHINA MARCH CONSUMER PRICES FALL 0.1% Y/Y; EST. 0% *CHINA MARCH PRODUCER PRICES FALL 2.5% Y/Y; EST. -2.3% Trade war with the US won't help Source: zerohedge @zerohedge
Sorry folks, but even after today’s flip-flop, we’re still looking at the biggest tariffs since the 1930s.
Source: BCA thru Peter Berezin
VanEck confirms that China and Russia are settling energy trades in Bitcoin.
Has De-dollarization already started?
The World's biggest Importers
Source: Visual Capitalist
Today's global trade reality.
In Blue -> Countries for which the US is the largest trading partner In Red -> Countries for which china is the largest trading partner (as measured by exports + imports)
Do you remember LTCM???
According to a zerohedge article, the leverage on Treasury basis trades - which is by far the most popular trade among big hedge funds - is anywhere between 20x (Treasury Board Advisory Committee estimate) and 56x (Fed estimate); on a VaR basis LTCM was an amateur... Source: www.zerohedge.com
Holy cow...
Look at the Japanese 30Y 😨 Source: TXMC on X
