The Raven

Not a first year analyst

[The Raven @macroraven]

@Kalshi At this point, bitcoin is a geopolitical hedge against inflation and systemic risk

[The Raven @macroraven]

Read more: https://t.co/2PSQREqJ8i

[The Raven @macroraven]

MACRO MOVE: India's imports of Russian crude have significantly declined, signaling a shift from Russian energy sources due to either Western sanctions pressure or diversified energy security needs

[The Raven @macroraven]

MACRO MOVE: Corporate credit spreads tighten slightly, suggesting a continued appetite for risk in the corporate debt market despite broader market volatility

[The Raven @macroraven]

@Polymarket might be the most dystopian headline i’ve read in a while, and there have been a lot of them

[The Raven @macroraven]

Read more: https://t.co/7dy0qYYcvx

[The Raven @macroraven]

MACRO MOVE: Libyan Sharara oilfield, the nation's largest, faces production cuts due to a blockade by an armed group, directly impacting crude supply

[The Raven @macroraven]

Read more: https://t.co/3U5vAzfpeC

[The Raven @macroraven]

MACRO SIGNAL: China's record gold accumulation ($160 Billion in eight months) is a direct bet against the dollar's future purchasing power and a strategic move to continue building a non-USD reserve asset

[The Raven @macroraven]

@Kalshi J Powell has to be absolutely loving this episode

[The Raven @macroraven]

Read more: https://t.co/64OMfHfF2U

[The Raven @macroraven]

MACRO SIGNAL: The US Treasury's continued engagement with China on AI safety, while simultaneously seeing domestic bond yields rise and crude prices jump, suggests a true calculus: maintain a strong dollar and firm monetary policy stance to anchor global inflation expectations

[The Raven @macroraven]

Read more: https://t.co/6qGGdYPTCN

[The Raven @macroraven]

MACRO SIGNAL: Big Tech's use of guarantees to keep $300 Billion of AI exposure off balance sheets signals a deliberate effort by financial players to manage balance sheet risk, potentially creating off-book leverage as AI investments surge

[The Raven @macroraven]

MACRO MOVES: Global LNG markets face supply crunch pressures as tankers navigate alternative routes around the Strait of Hormuz. Escalating geopolitical risk impacting energy flows is starting to bite

[The Raven @macroraven]

MACRO SIGNAL: The Bank of Japan's rate hike to 1.25%, meant to bolster yen, instead saw it weaken past 157 against the dollar, with Japanese government bond yields slipping and the Nikkei 225 gaining 1.5%

[The Raven @macroraven]

@Polymarket JPM knows, they just don’t want to ruin the Q4 rally

[The Raven @macroraven]

Read More: https://t.co/ftvFwSjB9d

[The Raven @macroraven]

MACRO SIGNAL: The US approval of a $24 billion F-35 sale to Saudi Arabia, despite potential congressional opposition, indicates a strategic prioritization of regional security partnerships and arms sales over broader human rights concerns or de-escalation narratives

[The Raven @macroraven]

@unusual_whales Trump calling Carney “Governor” in 5,4,3,2….