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China's export machine is really hurting
One of the things I noticed in the months after Russia invaded Ukraine was the large number of Western analysts who made Russia out to be much stronger than it really is. These folks enthusiastically used the term “Fortress Russia” to describe the fact that Russia had built large foreign exchange reserves to wall itself off financially from the rest of the world, making it - supposedly - impervious to Western sanctions. All that stuff was nonsense. Russia is uniquely vulnerable to Western sanctions, as this year’s wave of US, EU and UK sanctions on the shadow fleet shows. It’s similarly fashionable these days ... (full story)
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From youtube.com/whitehouse|Jul 18, 2025|1 commentThe White House
From media.rabobank.com|Jul 18, 2025The ECB believes that policy rates are “in a good position.” This does not rule out further rate cuts, but the bar for additional easing is very high. It requires a material ...
From fxstreet.com|Jul 18, 2025Gold (XAU/USD) is trading higher on Friday as investors remain focused on Fed expectations US economic data. At the time of writing, XAU/USD recovers above $3,350, pushing the ...
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From @DeItaone|Jul 18, 2025|12 commentsTRUMP ON TRADE DEALS: BIG ONES TO ANNOUNCE SOON *TRUMP: WE HAVE A COUPLE OF BIG TRADE LETTERS GOING OUT, COULD BE TODAY TRUMP: WHEN I SEND OUT THE PAPER SAYING 35%, 40% IT'S A DEAL TRUMP: NOT GOING TO LET THE DOLLAR SLIDE Trump: Losing the dollar as a reserve would be like losing a war.
From @financialjuice|Jul 18, 2025|11 commentsFed's Goolsbee: We need some resolution on tariffs to understand the impact on inflation. Fed's Goolsbee:‘ Drip, Drip Announcements’ On Tariffs Means Cannot Make Argument Tariffs Mean A One-Time Increase In Price Level Fed's Goolsbee: Anything that makes it harder to figure out if we are on the path to 2% inflation extends the timetable for rate cuts. Fed's Goolsbee: If we start seeing the labor market deteriorate, that would be a major factor in my thinking. Fed's Goolsbee: It's realistic that rates can come down if uncertainty gets cleared up.
From spectramarkets.com|Jul 18, 2025On April 18th, I wrote a somewhat snarky Friday Speedrun titled “Kiss of Death.” Therein, I noted how every single asset class targeted by the Trump regime had been Old Yellered ...
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- Jul 18, 2025 1:51pm Posted byFundamental Analysis225
