Gavin Matrix retweeted
🚨 Japan is About to Nuke the Global Economy
Very dangerous statements are coming out from Japan right now.
BOJ Governor Kazuo Ueda has gone on-record and warned that Japan can no longer tolerate rising inflation, and says that interest rate hikes are inevitable.
Finance Minister Katayama says, “Will act without hesitation if necessary and WON'T HESITATE TO TAKE ACTION ON FX IF NEEDED.”
This is a clear signal from Japan that the U.S. interventions are over.
Why?
Japan was about to end its era of free money and initiate the catastrophic carry trade unwind. The BoJ and Finance Minister threatened of bold actions and Yuto even apologized for the measure prepared.
Then boom…. U.S. Treasury Secretary directly intervened and took over BoJ operations. He stopped Japan from dumping their $1.4 Trillion Treasury holdings and instead asked the FED to lend Japan U.S. dollars to dump it and try to save the yen.
IT ALL FAILED. Yen is falling back to pre-intervention levels.
Rates are surging while the yen is falling.
Scott Bessent Also Gave A Terrifying Statement For The Markets: “I cannot control the bond market”… and “the house doesn’t win every hand.”
When asked if he regrets saying “I am the house now,” Scott Bessent admitted that the house doesn’t win every hand.
Just One Tokyo fund (Sumitomo Mitsui DS) broke the French Bond Market by liquidating their bond holdings to ZERO.
Japan will need to set aside roughly ¥100 billion ($630 million) per day just to cover interest and debt redemptions next fiscal year.
Japan’s debt servicing bill only suggests that BoJ liquidating their U.S. Treasury holdings is very close.
If Japan’s @yutokanzakireal warning indeed happens, we are going to see the biggest global financial bloodbath in decades.
Gavin Matrix retweeted
🇺🇸America now pays more for foreign chips than it ever did for foreign oil.
$ 546bn a year.
Oil’s deficit peaked at about $ 400bn in 2008.
That oil deficit is now gone.
The US has been a net petroleum exporter since 2020.
Chips and AI hardware now run at 1.7% of GDP, more than machinery and vehicles at 1.4%.
Taiwan and Mexico each supply about a quarter of AI-related imports.
Shale fixed the first wave.
Nobody has a shale for chips yet.
Gavin Matrix retweeted
🚨 The City of London Will Trigger the Next U.S. Bond Meltdown
The petrodollar system is entering its most dangerous chapter.
For 50 years the petrodollar system forced the world to buy oil in U.S. dollars, then recycle those dollars into U.S. Treasuries and assets. That artificial demand is what kept the dollar as the world’s reserve currency.
Gulf States (Saudi Arabia, UAE, Kuwait, Qatar, etc.) suddenly cannot sell their oil at scale. No oil sales = no revenue. Saudi Arabia recorded ZERO Oil sale to America in September for the first time ever.
But this exact petrodollar choke could collapse the U.S. Treasuries.
These same Gulf States are massively leveraged. They’ve borrowed heavily from Western banks to fund megaprojects, sovereign wealth plays, and lifestyle. When the oil money stops, they default.
Those defaults cascade straight into the global banking system and the epicenter is the City of London, the old petrodollar recycling hub where the big players (and their interconnected exposures) sit.
One major default wave and the British banking system lights up like 2008 on steroids.
City of London is cashing in on the Hormuz crisis. Spiking war-risk insurance at Lloyd’s, higher trading fees, Gulf loan pressures & yield surges all flow through the Square Mile.
For 118 years since Britain stole Iran’s oil in 1908 and created BP, every Iranian government (the Shah and the Ayatollahs) has answered to the same master: the British City of London financial empire.
The City of London isn’t just a place, it’s the invisible hand that owns the oil empires, rigs the money printers, and pulls the strings of EVERY central bank on Earth.
Even the “independent” Federal Reserve?
Quietly owned and influenced by London’s banking cabal. Trump basically admitted it when Jerome Powell was running the show, the Fed was never America’s.
Foreign nations including Netherlands, France and Germany pulled out over 500 Tonnes of Gold OUT of the U.S. and storing it in the City of London.
In response, the U.S. Treasury is more than doubling the size of its own long-dated bond buybacks to at least $6 billion per operation.
The pattern is deliberate. City of London institutions and the interconnected financial architecture they dominate sit in position to influence energy chokepoints, credit flows, and the recycling of petrodollars.
This was exactly warned by the famous City of London Banker @LordBelgrave at the start of the year.
The crash is coming. The reset is real. And Trump is the one lighting the match.
Gavin Matrix retweeted
Pakistan closes its border with Iran and halts all economic trade "temporarily"
we all know what this means
Gavin Matrix retweeted
Asks them to save electricity for 5 hours in evening; officials rush to Delhi for more supply english.bhaskar.com/PK90vwEk…
Gavin Matrix retweeted
🚨 THE GOLD ALARM: NATIONS ARE NOW STARTING TO LIMIT ACCESS TO PHYSICAL GOLD
A new proposal by Central Bank of India that Gold Funds and ETFs won’t be backed by physical gold anymore.
A notice has been issued by Securities and Exchange Board of India (SEBI) to all AMCs and funds restricting fresh retail investment in gold and silver funds.
The Central Bank of India wants to turn Gold ETFs into “paper gold” and you’ll get the price returns, but the fund won’t hold actual gold anymore.
Every ounce of gold bought in India bleeds the country’s Forex Reserves with already a mounting pressure on their currency.
China also recently banned leverage trading for retail on Shanghai Gold Exchange.
This echoes the 1933 US move under Executive Order 6102, when private gold ownership was restricted and Americans were required to turn in bullion as the country moved off the domestic gold standard.
Judy Shelton, Trump’s former Fed nominee and a strong advocate of gold-backed money has now joined Treasury Secretary Scott Bessent’s team and floating the idea of Gold-linked bonds.
Two massive nations limiting retail access to gold/silver funds while their central banks officially hoarding gold, at a time of dollar pressure and import concerns, is a clear signal of reserve strategy prioritization.
Meanwhile China has extended official gold buying for 23 consecutive months (biggest monthly addition in years in September).
At the same time China is expanding the Shanghai-Hong Kong gold vault and clearing network to support yuan-linked metal trading and reduce reliance on Western pricing.
The UK, China, Japan, South Korea and India all sold U.S. Treasuries in July and re-started buying gold. South Korea started buying gold again after 13 long years.
Gold remains the oldest neutral reserve asset that cannot be printed or frozen by another government.
When large nations simultaneously accumulate it at the official level and manage public access, it highlights its enduring role as real money outside pure fiat systems.
Foreign nations including Netherlands, France and Germany pulled out over 500 Tonnes of Gold OUT of the U.S. and storing it in the City of London.
Tokenized Gold and Silver now also landed on XRPL via @Trensik_com after London Metals Exchange (LME) head joined the crypto firm Ripple for tokenization of commodities on the XRP Ledger.
Either way, the tell is who is selling paper… and who is stacking metal.
Gavin Matrix retweeted
Another ADANI GROUP CO QIP LAUNCHED
INR 1000 cr (~US$ 105.2 Mn) Primary Placement in Cemindia Projects Limited (CEMPRO IN) (With option to upsize)*
*Indicative Issue Size:*
Up to INR 10,000 Mn (~US$ 105.2 Mn), with an option to upsize; 100% primary
*Indicative Issue Price:*
INR 1,108.00 per Equity Share
*Discount to Last Closing Price:*
3.94% to the NSE closing price of INR 1,153.50 on 14 October, 2026
*Discount to SEBI Floor Price*
4.37% to the SEBI Floor Price of INR 1,158.58
*Dilution:*
Up to 4.99% of post-issue outstanding equity capital (at the Indicative Issue Price)
Gavin Matrix retweeted
POLYCAB INDIA: NCLAT STAYS INSOLVENCY ORDER
* The National Company Law Appellate Tribunal (NCLAT) has stayed the NCLT order admitting insolvency proceedings against Polycab India over an alleged operational debt of ₹2.79 crore claimed by Asier Metals.
* The stay provides interim relief to the company, with the appeal scheduled for hearing on October 26, 2026.
* Polycab has stated that it expects no material impact on its business operations or financial position and maintains a strong net-cash balance sheet.
Link:
bseindia.com/xml-data/corpfi…
Gavin Matrix retweeted
Marco Rubio in Jamnagar around Oct 20-22.
Jio Platforms IPO opens around Oct 20.
Jamnagar Refinery has the best technology to convert Venezuelan or Russian Oil. (1.4 million barrels / day)
FM Jaishankar on India US Trade deal:
“In our case, we are pretty far advanced in that process of negotiation. I think we are waiting on a few things. So my sense is that this is an issue which is heading towards a landing point.”
Rubio’s visit will be accompanied by a delegation of 200+ American business leaders.
US Secretary of State Marco Rubio to return to India, second visit this year. State department says he will travel to Samarkand, Uzbekistan; Mumbai, India; and Jamnagar, India from October 17-22.
“The Secretary will then travel to India for his second official visit this year. He will meet with senior government officials to strengthen the U.S.-India strategic partnership, exchange views on regional and global dynamics, and discuss prospects for enhanced energy cooperation. Secretary Rubio will also meet with business leaders to promote opportunities for commercial investment and economic cooperation” @CNBCTV18News @CNBCTV18Live #USIndia #Rubio #CNBCTV18Market
Gavin Matrix retweeted
Polycab, a company worth ₹1,24,484 crores, has been dragged into insolvency.
The stock has been barred from being traded in derivatives (F&O) w.e.f. Dec 30.
It was dragged into an IBC proceeding just because of a ₹2.79 crore due to a vendor.
The news got out today and the company lost ₹1,735 crores' worth of market cap.
It is a good lesson for big companies who ill-treat their vendors.
Gavin Matrix retweeted
Two global leaders with significant India exposure. @blackstone Jon Gray says India’s Capital Markets an ‘Incredible Asset’; Strong IPO Pipeline Reflects Economic Strength, foreign investors will ‘rediscover India’
@hitachienergy Global CEO says ‘after 15 years of stagnation, age of electricity is driving power demand. India is one of the company’s top 5 growth markets and a significant export hub’
Catch them on the #GlobalDialogues on @CNBCTV18News @CNBCTV18Live #India #CNBCTV18Market
Gavin Matrix retweeted
As India's longest serving elected Prime Minister for consecutive terms, @narendramodi has overseen India's rapid economic growth and rise to global leadership, and he has ambitious visions for its future. I was glad to spend time talking with him about @Bloomberg's 30th year in India and our plans to expand in the country.
Gavin Matrix retweeted
REAL BOSS OF INDIA.
JIO CUTS IPO SIZE TO ₹26,000 CRORE
After a four-day @elonmusk calling Reliance Group boss ‘Prime Minister Ambani, the IPO meant to be India's biggest, is struggling to beat Hyundai
read only in @BWBusinessworld @anuragbatrayo
businessworld.in/article/rea…
Gavin Matrix retweeted
Ukraine is ready to surrender to Russia
the US has finally given up any hope of winning this war
few understand this
xitter.cf/SEPeaceMissions/status…
Today, representatives from the United States, the E3, the European Commission, Ukraine, and NATO met in Miami and held constructive discussions on potential avenues to de-escalate and conclude the war with Russia ahead of winter and advance efforts toward a durable and lasting peace.
The discussions covered a broad range of issues, including near-term measures related to winter preparedness (energy resilience, grains exports), security guarantees, as well as longer-term arrangements for Ukraine’s and Europe’s security to prevent future conflicts, and support Ukraine’s post-war reconstruction and economic prosperity, including EU accession.
The exchange was productive and helped identify areas for further exploration ahead of the United States’ next engagement with Russia. Participants reaffirmed their shared commitment to continuing diplomatic efforts toward a sustainable peace that strengthens security and creates opportunities for lasting stability and prosperity.
Gavin Matrix retweeted
TRUMP SLAMS NOBEL PEACE PRIZE SNUB
Trump says he settled eight wars, secured hostage releases and prevented Iran from obtaining nuclear weapons.
Yet, despite those claimed achievements, he did not receive the Nobel Peace Prize.
“WOW!” Trump wrote.
Gavin Matrix retweeted
JUST IN: 🇺🇸 Trump says 28,000,000 barrels of oil passed through the Strait of Hormuz yesterday.
Gavin Matrix retweeted
BREAKING: Elon musk calls Indian billionaire Ambani the prime minister of India.
"Dear Prime Minister Ambani, Please accept my humble apologies for not realizing that you are the real boss of India."
Gavin Matrix retweeted
Breaking News !
RBI comes in big with measures to defend the Rupee !
PS: I have been saying every day since the RBI policy last week, that the Rupee problem needs to be addressed.
Here is what RBI has announced,
1. The RBI is taking the PSU oil companies’ dollar demand directly onto its own book. From Oct-12, the RBI will supply the full daily dollar requirement of IOC, HPCL & BPCL via designated banks. Basically - these large, regular dollar buyers do not have to come into the market everyday & push up demand for dollars.
2. Large USD-buying hedges will now cost banks more. For certain INR derivative trades above $2 million, banks must keep 20% of the Rupee value in cash with the RBI as a reserve. That makes these trades more expensive.
3. The amount you can trade without proving you actually have an underlying FX need has been slashed. The limit has gone from $100 million to just $5 million. This applies both to OTC derivatives & exchange-traded currency derivatives.
4. You can’t cancel a Rupee FX trade & then simply put the same trade back on again ! Rollovers at maturity are still allowed. Basically meant to curb repeated trading around the same exposure.
5. You now have to certify that you haven’t hedged the same exposure somewhere else. Bascially the RBI is trying to stop the same $ requirement being used to justify multiple hedges.
#Nifty #BankNifty #Trump #Rupee #RBI #India #Trading #Options #Modi #FinanceMinistry

































