https://twitter.com/hks55/status/1254165889076903936
Cycles Matter. https://t.co/vZZjhhuQ0r
— Paranoid Bull (@paranoidbull) April 25, 2020
Dollar shortage warning.
New lows for EM currencies with $BRL being decimated.
Blood in the streets?
Not even close.Wall Street still estimates a 20+% appreciation in $BRL and further rate cuts by end of 2021.
Good luck with that. pic.twitter.com/qrKJAJQ7OM
— Otavio (Tavi) Costa (@TaviCosta) April 24, 2020
https://twitter.com/hks55/status/1254179246173499393
https://twitter.com/hks55/status/1254152049652088832
Confirming the prediction that the global trade contraction is going to be worse than in 2008, the outlook for German exports is looking truly horrible. @IHSMarkitPMI via @SoberLook pic.twitter.com/9it9rpdN9c
— Adam Tooze (@adam_tooze) April 25, 2020
https://twitter.com/hks55/status/1254148939663753216
https://twitter.com/hks55/status/1254146234270601216
https://twitter.com/hks55/status/1254139750413369344
— Arpit Gupta (in DC Sep-Dec 2026) (@arpitrage) April 25, 2020
Very nice thread! Completely agree with him.. this is a debt deflation = bullish for the dollar https://t.co/kf1E09icbH
— Alessio (@AlessioTMAD) April 25, 2020
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