Dylan Figueiredo (@figueiredodyla) 's Twitter Profile
Dylan Figueiredo

@figueiredodyla

Macro enthusiast | Stocks, Commodities, Forex & Crypto | Analysis & Insights 🔍📈

ID: 1011469465

linkhttps://news.haute.capital/ calendar_today14-12-2012 16:19:43

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It’s incredible how little attention Wall Street gave to China suspending exports of certain rare earth minerals and magnets to the US. These rare minerals are required for military tech like fighter jets and missile systems. Threatening to cut off the US military is more than

It’s incredible how little attention Wall Street gave to China suspending exports of certain rare earth minerals and magnets to the US.

These rare minerals are required for military tech like fighter jets and missile systems.

Threatening to cut off the US military is more than
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When you read headlines like this, it’s practically impossible to be bearish. Again
the US can’t afford a recession. So they’ll use rate cuts and then QE whenever necessary. Just like how the Fed temporarily turned on QE during the bank failures of 2023, they’ll do it again

When you read headlines like this, it’s practically impossible to be bearish.

Again
the US can’t afford a recession.

So they’ll use rate cuts and then QE whenever necessary.

Just like how the Fed temporarily turned on QE during the bank failures of 2023, they’ll do it again
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Are we witnessing the end of U.S Treasuries as a “safe haven” asset? Think about it. We’re witnessing: - Instability in the bond market - Loss of liquidity in Treasuries - Loss of trust in U.S debt sustainability - Increasing volatility and leverage risks - Global capital

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Gold’s spot price rising nearly 37 points in minutes is something to behold. Given the events that took place on April 11th, this is likely Chinese investors buying gold. However, this could be a massive 4D chess play by the US. Tariff and other economic uncertainty brings

Gold’s spot price rising nearly 37 points in minutes is something to behold.

Given the events that took place on April 11th, this is likely Chinese investors buying gold.

However, this could be a massive 4D chess play by the US.

Tariff and other economic uncertainty brings
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Bullish doesn’t even begin to describe this. Global M2 rose $5 trillion in a few months. However, this $5 trillion spike isn’t a coordinated liquidity injection from central banks worldwide like we witnessed during covid. Amongst other things, this is China trying to rescue

Bullish doesn’t even begin to describe this.

Global M2 rose $5 trillion in a few months.

However, this $5 trillion spike isn’t a coordinated liquidity injection from central banks worldwide like we witnessed during covid.

Amongst other things, this is China trying to rescue
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This headline speaks volumes about where the world is heading. Nvidia is investing half a trillion in AI infrastructure in the United States. This investment includes the production of $NVDA Blackwell AI chips. This is an obvious and continuing sign of the world's

This headline speaks volumes about where the world is heading.

Nvidia is investing half a trillion in AI infrastructure in the United States.

This investment includes the production of $NVDA Blackwell AI chips.

This is an obvious and continuing sign of the world's
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Are tariffs as inflationary as people claim? Yes and no. Tariffs are (typically) a one-time increase on prices. As opposed to central bank-created inflation that’s compounding on prices each year. But for Americans, tariffs mean fewer goods entering the US, with less money

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This global M2 surge might not pump Bitcoin like many think. Several people (myself included) have preached the correlation between global M2 and Bitcoin’s price with a 70-108 day lag. The idea is that newly created central bank liquidity finds its way into global risk assets

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Japan’s 30-year yield is now at 2.845%. That’s the highest it’s been in over 20 years. Why does this matter? Because it indicates the BoJ is losing control of the long end of the curve. As a result, Japanese yields are slowly becoming more appealing than US Treasuries. Which