sma
@ShengenM
非执业cpa 在RMB的泥坑里摔跤、百里不换肩 宏观大年，品种选择大于交易的努力 CICPA Wrestling in the RMB asset mud pit
BULLION MARKET UPDATE Platinum's still rising lease rates shock long time PM trader World Metals Markets in a Precarious Situation Stablecoin Genius Act hopes to keep the US debt plates spinning CME tries to hide bullion & chill YouTube Channel: youtu.be/lAEpZPJIdRk
金子多头请注意，降息年内将至，建议左手避险右手增长配置，根据金铜比动态的逐步增加铜的仓位，感谢你的聆听
Worth highlighting: Despite copper reaching new highs, it remains at one of its most undervalued levels relative to gold in history. Notice that we are also approaching a potential major breakout in the copper-to-gold ratio. Copper has officially entered a price discovery…
We’re in the middle of a currency war. Not the kind fought through press conferences or emergency devaluations, but a slow, calculated battle using trade routes, bond auctions, FX channels, and liquidity pressure points. The U.S. and China are both deploying tools to manipulate…
Yet another reason why the the US trade war is dealing a competitive blow to the rest of the world vs-a-vs China, which should presage a significant increase of Chinese exports to many EMs and advanced countries alike. Year to date, CNY has depreciated against most currencies.…
WOOOAAAHH 😳 Our Japanese usual Tuesday $USD shortage must be pretty acute today if both the 3M and now for the first time in a while 6M T-Bills are being hit with heavy selling ⚠️
Basically the US T-Bills market needs a recurrent patch up every Tuesday from the BOJ to avoid falling apart - no further doubts about this as far as I am concerned
***Gold Volatility Alert *** GVZ (Gold Volatility Index) is nearing a breakout of a falling wedge. This has lead to upward gold prices in the past. See highlighted sections.
俄罗斯基本领先其他国家1~2年🫢🫢
‼️THIS IS MASSIVE - Russian Gold Breaks Free from London‼️ Russia is about to launch its own gold trading platform, completely independent of the London Stock Exchange and the LBMA — effectively severing its gold pricing from the Western financial cartel. This is a direct shot…
BRAIN JOHNSON be like: told you...
Lesson on Currencies: Why the Dollar Rises (Even When You Think It Shouldn’t) If you’re new to currencies or macroeconomics, here’s one of the biggest mindset shifts to understand: currencies don’t move based solely on what’s happening inside one country. They move based on how…
主说，要没有通胀。于是就没有了通胀
The BLS's issues with CPI data collection appear to be getting worse. The share of uncollected items subject to "different cell" imputation (meaning they're based on different items or items from different geographies) hit another record last month. (Data goes back to 2019.)
Basically the US T-Bills market needs a recurrent patch up every Tuesday from the BOJ to avoid falling apart - no further doubts about this as far as I am concerned
Here you go 🚨 Once again like every Tuesday someone in Japan dumped a truckload of US T-Bills BOJ USD injection incoooooming yeah! 🥳
更加充满敌意的新世界，我们都需要适应。 CN是不惜任何代价向全球南方及其他地区倾销工业制成品；美欧重构国民经济和军事防御则需要天量赤字开支。 竞争性印钱，才刚开始。
From "Detox" To "Gorge",纪律化债--》增长化债。 Btc怕是笑的嘴巴都歪掉了，放飞自我until 30债水平到警报位置：UK 5.6%, US 5.1%, Japan 3.2%。 此小周期内gold则相反，underperform until警报预期酝酿，but eventually taco
不知道的，还以为是全球加息周期嘞
The consequences of political rate-cut agendas, money printing, and QE are emerging. Few understand what's coming; here's a warning. Debt servicing costs will soon skyrocket, and few are prepared. An equities crash and financial reset are the only ways to stop this; otherwise,…
We are quickly approaching critical mass… as explained by Robert Gottlieb, ex-executive at JPM bullion bank. 🔥 It will be scary for people who never experienced this ride in the past. #Gold #Silver #platinum
#silver, hashtag#platinum and hashtag#gold Precious metals big rally as markets continue to dislocate with threats of tariffs. Pres. Trump threatens Canada with broad brush tariffs of 35% and hints about other areas around the world. Silver efp out almost another 20 cents since…