๐บ๐ธ A breakdown of the fiscal impact of Trumpโs big, beautiful billโฆ
โ๏ธ CHART WATCH โ๏ธ
Please open Telegram to view this post
VIEW IN TELEGRAM
๐ฏ๐ต๐ฌ๐ง๐ง๐ช๐บ๐ธ Welcome to the Great Global Bear Market in Bondsโฆ
๐ผ CHART WATCH ๐ผ
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
๐ฏ๐ต Japanโs biggest insurers are suffering from enormous unrealized losses, as JGBs (Japanese 30Y bonds) reach a 40% drawdown from pre-COVID highsโฆ
๐ธ CHART WATCH ๐ธ
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
The world is in a sea of debt, and thereโs really only two lifeboats, it seems: collateral revaluation or debt jubilee.
๐ CHART WATCH ๐
Please open Telegram to view this post
VIEW IN TELEGRAM
๐ช๐บ Youth unemployment in the European Union.
But are the bankers okay? Has anyone checked on them? As we know, they come before everyone elseโฆ
๐ธ CHART WATCH ๐ธ
But are the bankers okay? Has anyone checked on them? As we know, they come before everyone elseโฆ
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
๐บ๐ธ๐ช๐บ๐จ๐ณ The death of the U.S. Dollar has been greatly exaggerated.
It seems the growth in Chinese RMB has mostly come at the expense of the Euro.
๐ต CHART WATCH ๐ต
It seems the growth in Chinese RMB has mostly come at the expense of the Euro.
Please open Telegram to view this post
VIEW IN TELEGRAM
๐บ๐ธ Institutions selling as retail buys. Liquidity relief right nowโhow long will it last?
๐ CHART WATCH ๐
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
๐บ๐ธ Rate cut expectations remain low in 2025, but lately there is hope for 2026.
๐ CHART WATCH ๐
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM
Please open Telegram to view this post
VIEW IN TELEGRAM