Top Tweets for #USDTWD
#DXY #GOLD #USDTWD #InterestRates
#Trump's best friend among the #NATO leaders seems to be #Erdogan. They were next to each other in every picture and seating arrangement. They also both believe in reducing interest rates by decree and making calls on matters that belong to justice.
If there is anything that had been consistent and true among all the lies of American Sultan, it is his wish to debase the US Dollar. His other wishes like lower interest rates, higher #stockmarket and lower #oilprices are not consistent with each other and what he had done so far.
He had done everything to scare people with capital to take off, at least from the bond market since his inaugration. His new inventions, which he will #TACO, like issuing only up to 9 months will only speed up the exodus. Although the global weakness he created with his random #tariff and imaginary #tradedeals help with the oil prices, his global adventures, as reckless as all other ventures, is one bomb away from doubling up the oil prices.
Stock markets are on their own, trading the $20 Trillion printed by errand boy #jeromepowell. Therefore neither stocks, nor credit is in our galaxy for now.
One of the immediate casualties of Trump's new world will be countries like #Taiwan that are overexposed to USD and its bonds. Keep an eye on.

#USDTWD #Taiwan #Markets #InterestRates #Bonds
Our entire market works like #Tesla shows. First a problem shows up, like lack of earnings but then a new dream gets unleashed like #robotaxis and then dream takes over and everyone lives happily ever after.
Now that works for #US #StockMarket since #JeromePowell printed $20 Trillion to save #BlackRock but that does not work everywhere. Looking other side or sleeping on it or robotaxis do not help Taiwan to find a way to fill the gigantic black hole he created by investing in US Treasuries 3 times of its GDP.
So, keep an eye on TWD, #JPY and #Korean #Won. As reckless #Trump poliices hit the bonds and dollar more and more, their pensions and insurance industries will more and more like Gaza or Haifa.

#USDTWD #Taiwan #fx #interestrates #Markets
Remember the giant problem Taiwanese #insurance companies had: Gigantic mismatch between domestic liabilities vs ever sinking foreign assets who are mostly #US #treasury bonds.
Now, like all othe problems last 25 years, it went no where of course. So keep an eye on TWD as US bonds reach new heights in yield.
It took me sometime to understand how we never fix any problem but it goes away. It actually never does, it gets bigger. We just got very creative last 25 years in figuring out who stuff next. For example, think about Taiwan. GDP $800 billion. Why would a $800 billion economy runs $450 billion mismatch between domestic liabilities vs foreign assets and accumulates $1.7 Trillion exposure to foreign assets? Imagine #Japan and #Korea ?
Soviets ran a similar model. Satelites like #Czech or #Polands had to commit unlimited resources to the Politburo as Politburo invested giant sums in various nonsense projects.
The rise of Soviets happened in #USA after 2008. NSA short circuted useless #FederalReserve and as they smashed volatility, a new Politburo was born. Its main seats are occupied by #BlackRock and #Vanguard. #Fed's task was to supply #vix and buy everything at any cost when all else fails like they did in 2020. The cost? More than 75% inflation but dummies think it is 25% thanks to hedonic #BLS.
Question is whether anyone else left to stuff? Soviets collapsed when satelites like #Poland and later Nordics and finally #Ukraine told Soviet Politburo to fvck off in late 1980s and early 90s.
Will we get a similar fvck you from US satelites like Japan, Taiwan or Korea this time? Maybe. But remember that whoever said fvck off first did better. Today Poland's stats are better than most #European nations despite the EU yoke.
The nation that might benefit most from such a courageous act is Japan. Instead of taxing its citizens 75% to feed the global casino as a serf of Anglo American Establishment, they can say fvck off and start rebuilding Japan. Within a decade, bot their economy and their birthrates can recover beyond their imagination.
Just shut down Bank of Japan, wipe out the debt and taxes and accept the failure of most of the current zombie banks to keep a few around with new capita. Throw out any Western bank or financial institution, especially Blackrock and Vanguard out of the country. If you want Japan back, this is exactly what you do instead of slow death you had been experiencing since 1991 that you were cheated into by Plaza Accord in 1985.
Japan is what Ukraine was for USSR. If it can find the courage, world will be different and better.

#Nifty #niftycrash #Nifty50 #nifty_ind_defence #Elliottwave #TradingSignals #tradingview #Psychology #banknifty #DXY #EURUSD #Xau #silversqueeze #EURGBP #sbiresults #usdinr #USDTWD #Brent #banknifty #coforge #apollohospitals #sensex
#OperationSindhoor3
Time to hold together, strengthen, let the evil gets its due! Namo Narayana, Jai Hind!

#USDJPY #USDKRW #USDCNH #USDTWD #bondmarket #InterestRates
About 9 pm EST last night, a bunch of Asian Central Banks sold their currencies to buy USD. This is not about money coming back or going there. They intervened to stop the bleeding.
Times like this I ask only one question: What is the worst case scenario? Worst case scenario is simulatenous decline in USD agaist Asian currencies and bond prices. Usually market finds a way to get to that worst case scenario.
Think it like sharks smelling the blood. That's even more important if there were some agents who were throwing out some pieces of bloody meat around the prey.
Since end of January, Bred Setser of Foreign Affairs did a great job in throwing those beef chuck riblets around the #Taiwanese Life Insurance Companies. His piece on Jan 31 on #FT is the only thing you have to read to see the blue print of these Lifers with all the details.
Why does Foreign Affairs want us mortals know all the details about Taiwanese Lifers?
If Foreign Affairs want me to know all these, it means they want sharks to attack. That means USD and bonds have to go down more.
Not that it matters but in case you wonder whether this is cooridnated with #Trump and his 3rd class junkies? No. They will play the useful idiots.

#USDTWD surged 10% in just 2 sessions, biggest jump in last 30 yrs. Jumps 10% in just 2 trading Central Bank refrain from intervention which prompted panic sell off in USD. Taiwan was under fx watch since long. Spike may be part of broader deal, KRW, RM, THB also spiked.

ที่เหลือไม่มีอะไรหนุนทองสักข่าว......เพราะค่าเงินดอลล่าเทียบกับค่าเงินดอลลาร์ไต้หวันมีการปรับตัวร่วงลงซึ่ง ค่าเงินดอลลาร์ไต้หวันแข็งค่าขึ้นในช่วงเวลา 15:00 น ช่วงเวลาเดียวกันกับราคาทองคำมีการฟื้นตัวขึ้นนี่คือความแปลก #USDTWD

#Taiwan #USDTWD #fx #interestrates #Markets
Brad is a Foreign Affairs agent and to give credit to him, he wrote about Taiwan's situation in January, months ago.
Lyn is part of the ecosystem used for #Crypto but she -or a team- produces really useful reports for liquidity and she promotes herself with her book and banners. I follow her but not everything she promotes because I am certain that she works for the same group #ZeroHedge had been working for after 2019.
For Lyn to pick up Brad's piece today is important. It means the Bene Elohim wants us to focus on TWD now. Well, we have to follow and see where they planned to take us.

#USDTWD #Taiwan #InterestRates #BondMarket
I realized this move now as I usually do not follow TWD and I did not see a similar move in other Asian currencies to justify this yet. I guess we will be watching it on Sunday night here when Asia #Markets start trading.
Taiwan is one of the most important customers, especially for the long end of US Interest rates, both outrighgt and via options markets because of their big preseence via their life insurance and pensions.
I reposted a few articles I saw that explains the situation. I visited the customers there during my tenor in Singapore between 2013-2020. I am used to talking to men in charge of billions of dollars and getting paid less than Uber drivers in New York because of my experiences in #Japan but Taiwan was even worse. I remember sitting and sweating in a room -because of no A/C- with furnitures from my grandma's time, talking to a man running a few billions of dollars but earning most likely less than $100k.
I will revisit this and its possible impact on long end USD rates as I understand and learn more. Those who know better than me, feel free to share your thoughts about it.

#USDTWD
以出口為導向的臺灣,太過配合是要付出代價的。美元/新台幣單日跌超5%。有媒體還報導稱,海湖莊園協議的終極目標是讓新台幣匯率升值到13.3元。

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