#Geonomics
Remember Evergrande was going to nuke the world.
Zero from FinX on the windup of China South this month.
Reality > they bought the dip
👇
yicaiglobal.com/news/chinas-to…
#Geonomics
The French Solarium says " I am looking attentively at French Bond spreads"
All she can do is watch,popcorn and 5euro rouge.
In the bond world you reap what you sow,but don't control the yield.
#Geopolitics
When you slam the world's largest population against a wall and tell them what/who to trade,they rebound fast.When you have size you don't wait,waiting stops momentum.
There are those that talk and those that do.
Capital flows to those that do
#Geonomics
The trade "unfunded debt" has just begun.
Vigilantes are the house,everyone is the game.
Britain > US. Simple slam 6's on Gilts they liquidate US holdings.
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