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Everyone is focused on U.S.-China tariff rollbacks. But the real shift is institutional - the creation of a "formal committee" to discuss currency misalignment, non-tariff barriers & market access. This is a systemic restructuring that was already foreshadowed by Miran. As I laid out in my episode on The...

54,091 Aufrufe • vor 1 Jahr •via X (Twitter)

11 Kommentare

Profilbild von Tanvi Ratna
Tanvi Ratnavor 1 Jahr

I’ve spent a decade decoding how global power, tech, and finance really move. If you’re tired of the noise and want straight talk on the forces shaping America’s future — follow me on Substack & here and hit the 🔔

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Breakoutvor 1 Jahr

Want to understand financial markets and learn how to manage capital effectively? Join our free course on Breakout Discord! Breakout is a professional platform offering access to 100+ market assets. We provide fair & transparent conditions to help you reach your financial goals

Profilbild von Pankaj
Pankajvor 1 Jahr

On my watchlist.

Profilbild von abe
abevor 1 Jahr

not sure how china moved from 2% appreciation to 2% depreciation vs $ from 2012-13 onwards. had this change not happened we would be around 4Y to the $ or we get the same effect now with a 75% tariff by all countries

Profilbild von David Daglio
David Dagliovor 1 Jahr

Thank you, this appears to be exactly what the world needs....balance between over producers and over consumers. The key constituent that is not on board yet are large US global corporates. How do we get them on board?

Profilbild von Alexis de Tocqueville
Alexis de Tocquevillevor 1 Jahr

*exacerbates. Great vid though! 🙂

Profilbild von Vijay Iyer
Vijay Iyervor 1 Jahr

Agreed imbalanced start with dollar system. Who gets to decide the currency reset and more imp, what would the trigger/mechanics/sequence/signals be that we are getting closer to such a moment?

Profilbild von YH
YHvor 1 Jahr

You are one of the few people on X who can clearly articulate the dynamics and future prospects of the Sino-US trade war

Profilbild von sg
sgvor 1 Jahr

fake news

Profilbild von Kenneth 老百姓 Rapoza
Kenneth 老百姓 Rapozavor 1 Jahr

Yes. Michael Pettis says this too. I wonder how different this will be from the US China Strategic Dialogue of Bush/Obama. It also addressed currency though more along the lines of RMB being Allowed to free float, which never really happened. It's a loose free float, as you know. If it's new Bretton Woods, we shall see. Bessent said they didn't discuss currencies.

Profilbild von Chris Daubert
Chris Daubertvor 1 Jahr

Realigning the global currency/settlement system will be difficult to explain and sell. Creating a price-specie flow mechanism without a gold standard will be tricky.

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