Kin Gerain @GerainKin
Global macro | Rates, central banks & FX Toronto, Ontario Joined March 2025-
Tweets40
-
Followers18
-
Following47
-
Likes12
China’s seaborne crude imports are expected to average about 7.8m b/d in July, up from the lowest since Nov. 2015 at 6.2m b/d in June, according to Kpler data cited by Bloomberg.
The prompt Brent 1-2 month time spread has today rise to +$5.5/bbl and the highest since May 4 and after falling to near parity in late June amid near term oversupply concerns. #oott
Russia Seaborne Crude Shipments Remain Close to Highs
NHC: Depression More Organized, Tropical Storm Formation Later Today
@FiatElpis Sir, it seems like the news feed is not coming through
Everything you always wanted to know about credit (but were afraid to ask) ft.trib.al/GBod63H
@DoejiStar Is this pulled from Refinitiv?
Sky News Arabia's official X account (translated from Arabic): "Iranian Deputy Foreign Minister: Iran is ready to abandon its nuclear program on condition that the United States presents a satisfactory alternative offer." That was not confirmed by any other wires or sources - but it triggered some upside in bonds and downside in oil prices. Bloomberg then ran the following headline citing a "deputy minister", presumably the same individual as the Sky Arabia report: "Iran had sought 'something good in return': state-run IRNA". The key part here is timing: numerous networks are running the Sky News Arabia report which, when translated, appears to be referring to proposals made AFTER the attack, but these very similar IRNA headlines seem to be referring to the pre-attack talks. It may therefore be the case that markets moved on a misinterpretation of the Sky News Arabia headlines.
Banque de France's Villeroy meanwhile said it would be a mistake to predict the next rate move in a hurry and "we will not be making our decision based solely on current energy prices."
Lift In Euro Inflation Swaps, 1Y1Y Top Of Post-Trump Range
Tankers Wait for Clearer Strait of Hormuz Security
VLCCS Speeding Through Strait of Hormuz VLCCs are traveling through the Strait of Hormuz at as much as 17 knots amid US-Iran tensions, Bloomberg reports, citing Kpler data. 13 knots is usually the top speed for a fully laden VLCC. Many still appear to be traveling at normal speeds of 11 to 13 knots. Some operators began the measures after Iran said it would conduct live-firing drills last week. Iran also issued at least two warnings that they would commence live-firing exercises around the region this week, although none were observed. Meanwhile, some operators are making vessels wait off the UAE port of Fujairah ahead of traveling through the chokepoint as they finalise berthing and cargo-loading dates within the Gulf. Total tanker traffic through the Strait has eased slightly, with 135 crude and products tankers entering the waterway on a seven-day rolling basis on Thursday, down from 182 on Jan. 31.
JTrader @jtrraderco_
85 Followers 1K Following Full Time Trader since 1999. Mentor at Trading Academy. Daily Live trading at http://Jtrader.
.Lances Breitsteins°... @The0naLancesB
41 Followers 2K Following Ex-@TRLM Top Trader | Market Wizard Advisor @SMBCapital| Founder@Impact_Comp Youtube: https://t.co/MYl6ToyfvN
THĒ SHØRT BĖĀŘ @Th_eShortsBear
62 Followers 3K Following Contrarian, stoic trader & long-term investor since 2013 | Driven by philosophy and psychology | Tweets are for entertainment only, not investment advice.
BellaJakartaGirl @Jejalp4967
1 Followers 95 Following Ada sesuatu yang manis dari seseorang yang benar-benar mendengarkan. Kalau kalian, pilih apa?
Hamza @makrini_hamza
8 Followers 125 Following
Nid Ezo @NidEzo57069
265 Followers 1K Following
•Santiago Capital �... @SantaigoAuFunds
73 Followers 898 Following If you can keep your head while everyone else is losing theirs and blaming you… Not trading advice. https://t.co/yvO0HbXCev
Doe @DoejiStar
3K Followers 2K Following bulls/bears make money, pigs get slaughtered no pit/insti background, 10yrs full-time retail trader
Vornexi @Vornexia
46 Followers 198 Following Trader || Too curious to stay quiet, too chill to stress
Gluircgop @Gluircgop39050
19 Followers 1K Following
Boniface @Boniface360
1K Followers 5K Following Health Practitioner || Founder CP Awareness Ghana || Yali RLC Alumni || Political Activist || Anti Corruption Activist || Catholic By Faith ||
Lance Breitstein 🇺... @TheOneLanceB
151K Followers 163 Following Ex-@TRLM Top Trader | Market Wizard 🧙♂️ Advisor @SMBCapital | Founder @Impact_Comp YouTube: https://t.co/y4LhRVZfFD
THE SHORT BEAR @TheShortBear
208K Followers 748 Following Market Wizards | Contrarian stoic trader and long term investor | since 2013 | Tweets are purely for entertainment purposes and not investment advice
Goshawk Trades @GoshawkTrades
80K Followers 426 Following Algorithmic trader | 7 years live | 10+ algos live Turning every trader algorithmic. Co-founder @AskEdgarIO (agents for funds). Advisor to Long Ridge EP.
JH @CRUDEOIL231
71K Followers 331 Following PM at the Hedge Fund Arm of Global Physical Commodity Trading House / Macro, Commodities, FICC / Middle and Far East representation / Travelers worldwide
OGCN @OGCN
597 Followers 178 Following
Stability AI @StabilityAI
264K Followers 10 Following We’ll help you make it like nobody’s business. Multimodal media generation and editing tools to get your idea to production. Self-deploy? 👍 Need a partner? 🤝
Emad @EMostaque
348K Followers 533 Following Building open source AI we own Founder @ii_posts, @StabilityAI Consistent inference is possible.
Nour Eldeen Al-Hammou... @NourHammoury
24K Followers 627 Following Chief Market Strategist at Equiti Group. Gulf, stocks, FX, oil, Fed & gold in English and Arabic | كبير استراتيجيي الأسواق في مجموعة ايكويتي | Not advice
A Macro Rookie's Desk... @Bubblestrader
108 Followers 10 Following Bite sized macro thoughts on what I learn. Not financial advice. Posts are my opinions. Do your own research. Trade your own views.
Shevon Salmon @its_shevi
53K Followers 95 Following i'm not a tech reviewer ~ Business: [email protected]
Saâd FILALI KHATTABI... @FiatElpis
5K Followers 1K Following Global Macro PM | +2,071% since May 2020 (audited) | Ex-GS | Trading the information delta across equities, indices, sectors & FX
Callum Thomas @Callum_Thomas
139K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
The Macro Shop @TheMacroShop
47 Followers 0 Following Where Macro Meets Retail. ◆ Market intelligence service for active traders. ◆ Built by an ex-Hedge Fund PM & Institutional trader.
Tim @VolaTim
8K Followers 2K Following Developing Investors with @fink_money | “Anything can happen and it probably will” | Everything’s Gambling | Risk Ain’t a Dirty Word
Value Seeker @ValueSeeker_
11K Followers 582 Following Commodities | Stocks | FX | Macro Value + Momentum. Finding asymmetric setups at cycle lows. My investment letter ↓ Not advice.
Fusion Markets @FusionMarkets
2K Followers 23 Following Low-cost Forex & CFD trading. FX, US shares, crypto & more. Stop paying too much to trade! Not financial advice. Read our PDS & legal docs before trading📌
Doe @DoejiStar
3K Followers 2K Following bulls/bears make money, pigs get slaughtered no pit/insti background, 10yrs full-time retail trader
Tony O. Elumelu, CFR @TonyOElumelu
1.4M Followers 11 Following Investor | Philanthropist | Africapitalist
Alex Afre @afre_alex
5 Followers 15 Following
Laspeyres @Laspeyres
718 Followers 5K Following Macro investor. Formerly sell-side strategist, prop trader & multi-asset PM.
Justin McQueen @JMcQueenFX
9K Followers 454 Following
Capital Flows @Globalflows
227K Followers 2K Following Disciple of Jesus Christ | Global macro trader | Managing risk in rates, fx, and equities | Capital Flows Research is linked below:
Santiago Capital @SantiagoAuFund
346K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you… NOT TRADING ADVICE https://t.co/l29nWovEkm
Eliant Capital @eliant_capital
205K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Never Financial Advice
Markets & Mayhem @Mayhem4Markets
272K Followers 1K Following Passionate about financial markets and startups. Enjoyer of local AI, security fanatic and builder of things. Working hard to make this world a better place.
Mac10 @SuburbanDrone
134K Followers 17 Following Trader, and primary critic of the Terminal Idiocracy. INVEST AT YOUR OWN RISK
Michael J. Kramer @MichaelMOTTCM
179K Followers 689 Following Independent Macro & Market Strategist | Founder, Mott Capital | https://t.co/QTmEin7t7J
Jim Bianco @biancoresearch
791K Followers 2K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
The Kobeissi Letter @KobeissiLetter
2.7M Followers 603 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
The Macro Pulse @TheMacroPulse
163K Followers 82 Following Data over narratives. Macro cycles, liquidity and regime shifts. No emotion. Just research.
Market Radar @themarketradar
18K Followers 738 Following We build and trade macro algorithms. RQF is our systematic macro strategy that trades stocks, bonds, commodities, and bitcoin.
Le Shrub🌳 @agnostoxxx
158K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Alf @MacroAlf
466K Followers 354 Following Founder of Palinuro Capital | Founder of The Macro Compass: Institutional Macro Research
Paulo Macro @PauloMacro
198K Followers 383 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
ʎllǝuuop ʇuǝɹq @donnelly_brent
96K Followers 973 Following President of @Spectra_Markets. Author of am/FX and Alpha Trader. I like trading, table tennis, my family, writing, hard/fast music, and poker. Not in that order
Andreas Steno Larsen @AndreasSteno
299K Followers 2K Following If you cannot show it in a meme, then it is not true.. Macro and hunting 5-10x equity cases @RealVision 🍾 Also founder of https://t.co/XDcwDI88kQ
PiQ @PiQMarkets
132K Followers 8K Following News | Insight | Opinion Home → https://t.co/rhkrvyDKwt Platform → https://t.co/t6DtjIYxTC Stacks → https://t.co/KBSntIyDeI Supporters of @PenybontFC_
Jungle Rock @JungleRockRes
191K Followers 5 Following Jungle Rock is a systematic investment research and technology company. It runs a fintech platform for all market participants. @JungleRockCap
Arno Venter @ArnoVenter_
4K Followers 572 Following Cross-Asset Market Analysis & Research @FusionMarketsTrends for United States
You might like
