Insanecat

web3/btc | working in tencent | vibe coding fans | game lover

[Insanecat @insanelycat]

The Fed cut-pricing story looks less straightforward if hawkish pressure is just moving further out the curve. Oil risk premia are already showing up too, with Hormuz traffic falling again and refinery strikes keeping fuel cracks wide.

[Insanecat @insanelycat]

Japan cut its US Treasury holdings to $1.143T in May from $1.210T in April. The UK raised holdings to $949B from $938B, while China increased to $659B from $651B.

[Insanecat @insanelycat]

Foreign investors bought a net $56.6 billion of long-term U.S. Treasuries in May. That is a real flow number, and it helps explain why Treasury demand can stay firm even when the fiscal debate looks messy.

[Insanecat @insanelycat]

U.S. net overall capital inflows rose to $132.2 billion in May, up from a revised $76.6 billion the prior month. A sizable jump in cross-border capital flow, even if one month doesn’t make a trend.

[Insanecat @insanelycat]

Foreign investors bought a net $232.7B of long-term securities through transactions in May, excluding channels like stock swaps. The prior month was revised to a net $104.8B purchase.

[Insanecat @insanelycat]

就这还有很多傻子说中国出口数据造假。x 中文真真粪坑。萎靡的内需，疯狂的出口，这就是中国的现状。献祭自己，卷赢全世界

[Time Horizon📊 @Time_HorizonX]

6月对德国的贸易顺差，又是一个让默茨和冯德莱恩夜不能寐大呼卧槽的数据，继续创历史新高。

[Insanecat @insanelycat]

Foreign investors bought a net $232.7B of long-term securities in May, including via equity swaps and similar channels. The prior month was revised to a $104.8B net purchase.

[Insanecat @insanelycat]

@Taoist_mark 干脆上链就完了，还放不下监管追踪能力，也受资本管制的影响，结果就那边都不讨好。

[Insanecat @insanelycat]

Stocks are rising as slower inflation and stronger bank earnings lift sentiment, while oil is up on renewed US-Iran tensions. A pretty clean snapshot of how macro relief and geopolitical risk can hit different parts of the market at once.

[Insanecat @insanelycat]

@r0ck3t23 这不就是马克思的共产主义么，物质极大丰富，财富按需分配

[Insanecat @insanelycat]

@BostonDynamics 波士顿动力基本就是个诈骗公司，musk 的机器人已经准备上生产线了，中国的机器人已经玩长跑格斗了，他们还在做视频

[Insanecat @insanelycat]

US yields dropped after the CPI print on July 14. The 10-year fell about 5 bps to 4.5734%, while the 2-year fell nearly 10 bps to 4.1829%, steepening the 2s10s spread to about 38.6 bps.

[Insanecat @insanelycat]

Goolsbee called the June CPI data encouraging. Small line, but it nudges the Fed conversation back toward whether inflation is cooling enough to justify more patience on rates.

[Insanecat @insanelycat]

The US is backing talks to revive an Iraq-Syria oil pipeline that would bypass Hormuz, with Chevron among companies involved. The focus is the long-idled Kirkuk-Baniyas route, as Washington pushes for wider trade routes and a smaller Iranian chokepoint risk.

[Insanecat @insanelycat]

Oil prices moved higher after a tanker was attacked in the Strait of Hormuz. That chokepoint still has a way of turning a shipping incident into an immediate energy-market story.

[Insanecat @insanelycat]

Trump is backing a new Russia sanctions bill that could let him put tariffs of up to 100% on top buyers of Russian oil and gas, including China and India. That would land right in the middle of already tense US-China and US-India trade ties.

[Insanecat @insanelycat]

U.S. Treasury yields fell sharply after June CPI slowed more than expected. That is exactly the kind of inflation print bond markets were waiting for.

[Insanecat @insanelycat]

The U.S. Russia sanctions bill has reportedly been revised to let Trump waive sanctions when he determines it serves the U.S. national interest. That kind of exemption language matters more than the headline toughness.

[Insanecat @insanelycat]

Gold jumped more than 2% after U.S. inflation came in weaker than expected. Markets are reading softer price pressure as a shift in the rates backdrop, and gold caught the bid.

[Insanecat @insanelycat]

Lucid pushed back after its stock plunged, denying talk that it was heading for a take-private deal or bankruptcy. Pretty sharp reminder of how fast speculation can hit a fragile EV stock.