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@MacroMicroMe "Global gold ETF net inflows for the first nine months of 2025 have surpassed $XX billion eclipsing the peak momentum of the 2020 bull market for the first time. North American-listed funds captured nearly XX% of flows at $XX billion followed by Europe ($13.4B) and Asia ($11.2B). 👉 Main drivers: Heightened policy uncertainty (e.g. trade frictions and fiscal delays) Fed easing signals and rising global debt burdens eroding fiat confidence. Emerging market central banks led by Poland (targeting XX% reserves) and China (2303 tons held) continue to anchor demand"
X Link @MacroMicroMe 2025-10-17T03:37Z 20.5K followers, 1657 engagements

"Supply chain checks on Nvidia's next-gen GPUs show demand-to-supply ratios approaching 10:1 across Asian enterprises. AI infrastructure demand remains robust. Inventory turnover days across NVIDIA TSMC and AMD remain at low levelsdemand hasn't abated. Strong readthrough to the broader semiconductor supply chain"
X Link @MacroMicroMe 2025-10-16T04:26Z 20.5K followers, 1392 engagements

"The dollar has lost nearly XX% of its value against gold in just one year (USD/Gold YoY: -38.7%)the steepest decline since 2011. And it's happening while central bank gold reserves surpass foreign Treasury holdings for the first time since 1996"
X Link @MacroMicroMe 2025-10-14T04:35Z 20.5K followers, 5897 engagements

"Markets sold off on Trump's XXX% tariff threat but recent signals point toward de-escalation: Treasury Secretary Bessent has engaged Chinese counterparts indicating openness to talks. Trump softened rhetoric posting "no need to worry about China everything will get better." China's Ministry of Commerce clarified that rare-earth export controls are not banslicenses will be granted to eligible applications for civilian use. The ministry committed to "actively considering general licenses and exemptions to promote legitimate trade." Notably China pre-notified relevant countries through bilateral"
X Link @MacroMicroMe 2025-10-14T02:46Z 20.5K followers, 2810 engagements

"Germany's Economy Ministry autumn forecast revised 2025 GDP growth upward to XXX% from the prior X% projection in Aprilsignaling a narrow escape from stagnation. This modest uptick hinges on fiscal impulse: the new coalition's 500bn special fund which relaxes borrowing rules to channel debt-financed outlays into infrastructure and defense"
X Link @MacroMicroMe 2025-10-09T08:24Z 20.5K followers, 1046 engagements

"⚠With ON RRP nearing depletion Powell just signaled something big 💥: We may be approaching the end of our balance sheet contraction in the coming months"
X Link @MacroMicroMe 2025-10-15T03:01Z 20.5K followers, 1610 engagements

"152 Even as the USJapan yield spread narrows to a 3-year low the Yen remains weak with USD/JPY breaking above XXX. A similar pattern occurred last year the Yen only started to rebound XX months after the yield gap narrowed. We expect the BoJ to keep hiking in 2H and with the Fed likely cutting the Yen has better appreciation potential ahead"
X Link @MacroMicroMe 2025-10-08T04:26Z 20.5K followers, 2184 engagements

"BREAKING: China's September trade data exceeded expectations across the board: 🔹 Exports up XXX% YoY (vs XXX% consensus) fastest pace in six months 🔹 Imports up XXX% YoY 17-month high 🔹 Trade surplus reached $90.5bn 💡 Export diversification is proving effective. Strong demand from non-US markets has offset tariff impacts with the US trade surplus at $22.8bn for September alone. These external flows are helping stabilize an economy facing deflationary pressure and property market contraction. Commodity imports tell a similar story iron ore and soybeans both reached September records"
X Link @MacroMicroMe 2025-10-13T03:33Z 20.5K followers, 3552 engagements

"BLS blackout worsens data vacuum: Oct NFP delayed leaving ADP's -32k Sept payrolls (2nd straight drop) as lone signalhits in Leisure/Hosp (-19k) & Prof Svcs (-13k) scream service-sector slump. QCEW revisions shaved another 43k jobs; Atlanta Fed pins 2/3 of slowdown on demand weakness not just immigration curbs. Enter AI-fueled "three-low" trap: stagnant hiring/openings suppressed layoffs flat LF growthSalesforce eyes X engineers in '25 amid automation boom"
X Link @MacroMicroMe 2025-10-08T09:55Z 20.5K followers, 1394 engagements

"Dr. Ed Yardeni: US-China Trade War: Round X ☑ S&P XXX drops to 6552 on US-China trade flare-up ☑ Yen surges gold nears $5000 per ounce ☑ Supply chains for EVs semiconductors & defense could be disrupted ☑ Fed faces tricky balance: inflation vs. labor market ☑ Germany struggles: industrial production -XXX% m/m exports down unemployment rising Could this spark a global recession or will negotiations prevail 🔗 Full analysis:"
X Link @MacroMicroMe 2025-10-18T10:07Z 20.5K followers, XXX engagements

"Special Report 🔄⚡The AI "Perpetual Motion Machine" is Here Nvidia/AMD chips as fuel MSFT/AMZN clouds as gears OpenAI as enginefueled by $300B deals & equity swaps. Risks High leverage downstream client concentration (e.g. Oracle's XX% OpenAI exposure). But adoption speed crushes historical tech wavesOpenAI could flip profitable in X yrs. 🔗 Full Report:"
X Link @MacroMicroMe 2025-10-16T11:18Z 20.5K followers, 1224 engagements

"China's September inflation data reflects the ongoing adjustment period the economy has been navigating since the pandemic. PPI fell XXX% y/y (36th consecutive decline). CPI dropped 0.3%. Core CPI rose to X% the highest in XX monthsa positive signal in select sectors like coal mining and solar equipment. The GDP deflator which captures economy-wide price trends has been in negative territory for over two yearsthe longest such period since quarterly records began in 1992. What's driving this A textbook supply-demand mismatch: housing collapse + weak consumption + industrial overcapacity ="
X Link @MacroMicroMe 2025-10-15T04:15Z 20.5K followers, 1643 engagements

"🤖 Worry still perists about OpenAI's $8B H1 2025 operating loss and $1T+ infrastructure commitments. But fundamentals suggest otherwise: Why X Revenue trajectory is strong$13B ARR with untapped conversion potential (only X% of 800M users currently pay). X Infrastructure costs are largely partner-funded through Oracle/Nvidia/AMD/Broadcom collaborations reducing direct capital burden. X Multiple revenue diversification vectors are launching: enterprise solutions Sora AI agents hardware and emerging market subscriptions. Growth-first strategy is standard for this phase of platform scaling"
X Link @MacroMicroMe 2025-10-15T07:01Z 20.5K followers, 1085 engagements

"🎡 OpenAIs AI perpetual motion machine After announcing a new 10GW AI accelerator partnership with Broadcom OpenAI now sits at the center of a vast web of deals driving the AI infrastructure boom: 🔹Nvidia: $100B investment 10GW systems 🔹AMD: 160M warrants 6GW GPUs 🔹CoreWeave: $22.4B compute contracts 🔹Oracle: $300B in capacity over X years But such interlinked growth raises key risks: X Customer concentration all roads lead to OpenAI X Revenue overlap opaque accounting and demand signals X Financial leverage inflated purchasing power via equity funding 👉 Spotting cracks early: Our AI"
X Link @MacroMicroMe 2025-10-14T09:49Z 20.5K followers, 2423 engagements

"🏅 Gold has surpassed $4000/oz for the first time extending a XX% rise this year. The rally aligns with widening US fiscal deficits renewed questions over central bank independence and accelerated reserve diversification since 2022"
X Link @MacroMicroMe 2025-10-08T05:20Z 20.5K followers, 1330 engagements

"🚀 TSMC 3Q25 Earnings Beat Estimates Net Income: NT$452.3B beating NT$405.47B estimate. Gross Margin: XXXX% surpassing the XXXX% estimate. $TSM up XXX% in after-hours trading"
X Link @MacroMicroMe 2025-10-16T06:00Z 20.5K followers, 3422 engagements

"🏅 Gold now sits at $4210/oz capping a remarkable XX% rally this year and signaling continued safe-haven demand. Three key drivers 👇 🔹 Powell's comments in Philadelphia reinforced rate cut expectations with the market pricing in cuts at the final two meetings this year. Lower rates reduce the opportunity cost of holding non-yielding assets like gold while weakening the dollar. 🔹 The US-China trade standoff continues to escalate with available data showing tariffs pushing up price pressures. Meanwhile the prolonged government shutdown adds another layer of domestic uncertainty. 🔹 Central"
X Link @MacroMicroMe 2025-10-15T10:19Z 20.5K followers, 1196 engagements