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Zug, Switzerland
Joined March 2025
🚨Intervention RISK is rising again in Japan: The yen is trading at ~159 per US Dollar, near its weakest since April 30, when the Ministry of Finance spent an estimated ~$63 BILLION. TAP IMAGE TO SEE FULL INSIGHT👇 globalmarketsinvestor.beehii…
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Quant Finance Books:
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BREAKING: Trump announces new tariffs; 100% tariffs on movies!
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Unbiased Alpha retweeted
BREAKING 🚨: U.S. Housing Market Existing Home Sales fell 5.9% in March, the largest monthly decline since November 2022 📉
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OOPS! German 2y yields fall to 1.63%, lowest since 2022 due to #ECB rate cut hopes.
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This is a great analysis of China’s ballooning trade surplus with the US (and Europe) in the last few quarters. While the recent acceleration in the US’s trade deficit is partly due to front-loading ahead of tariffs, it also has to do with China’s lack of imports from elsewhere.
A $100 billion (goods) surplus in March, a $275 billion goods surplus for q1 (up from $185 billion last year) and a surplus of nearly $1.1 trillion over the last 4 quarters -- crazy numbers coming out of China 1/
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Inflation expectations, nothing to see here
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Unbiased Alpha retweeted
⚠️BREAKING: *ASIA STOCKS CLOSE HIGHER AFTER TRUMP’S TARIFF PAUSE; JAPAN'S NIKKEI SURGES 9% 🇦🇺🇨🇳🇭🇰🇰🇷🇮🇩🇮🇳
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The president is handing out financial advice I’m sure this ends well
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