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@3benson "BBG: Americas small farmers are facing a crisis brought on by higher interest rates Trumps trade war and dramatically reduced demand from China. In the first half of the year small-business bankruptcies filed by farmers and fisherman hit the highest number since 2020"
@3benson on X 2025-07-24 01:29:59 UTC XXX followers, XX engagements

"-Trump: U.S. would impose a XX% tariff rate on the Philippines down from a XX% tariff he threatened starting Aug. X. In return he said the Philippines would have an open market and the U.S. would not pay tariffs🤣 -would work together militarily"
@3benson on X 2025-07-22 23:21:26 UTC XXX followers, XXX engagements

"Risk on Amid a strong US dollar which rose in XX of XX currency pairs the Philippine peso outperformed as the $USDPHP fell the mostbased on overnight volatility-adjusted returns. The Indonesian rupiah or $USDIDR followed. Other #ASEAN currencies also strengthened"
@3benson on X 2025-06-25 11:33:40 UTC XXX followers, XX engagements

"This weeks rebound in the US #dollar weighed on most #Asian currencies for the 2nd week. Rising vs X of XX currencies averaging a gain of +0.5%. The USD Philippine peso USD Korean $KRW & USD Japanese $JPY led the pack. $USDPHP rallied in May ahead of the DXY rebound in July"
@3benson on X 2025-07-19 03:40:49 UTC XXX followers, XXX engagements

"This time is different Bitcoin HODLRs: institutional adoption is inevitable Emerging Market bulls: weak dollar liquidity's back China momo chasers: transparency Nomomentum US perma bulls: tariffs Please. Its American exceptionalism MEME zealots: were so baaaccck #FOMO"
@3benson on X 2025-07-23 00:49:59 UTC XXX followers, XX engagements

"USD $DXY (+0.44%)🔼 this week pulling🔽all BBG-quoted Asian FX except $TWD & $CNY. USD gained an average +.65% WoW primarily led by the $USDPHP (Philippine peso: run-up prior to the BSP rate cut) $USDJPY (Japanese yen) & $USDTHB (magnified by the developing political crisis)"
@3benson on X 2025-06-21 02:17:17 UTC XXX followers, XXX engagements

"Bullseye🎯 Fiscal consolidation prudence Hey what happened Junes Php 241.612B deficit blasts H1 2025 to a record Php 765.493BALL TIME HIGH CMEPA's interest income tax that's why🤣😂 The hopium has burned offyields already know. Pray for H2 $USDPHP #debtcrisis"
@3benson on X 2025-07-24 08:51:45 UTC XXX followers, XX engagements

"China momo chasers. BBG: Chinese stocks in Hong Kong Set for Highest Close in a Year Moar Xi-mulus"
@3benson on X 2025-07-23 07:04:17 UTC XXX followers, XX engagements

"U.S. retail electricity prices also scaled new highs this year w the price across major U.S. cities averaging XXXX cents per kWh during the opening half of the year. -sustained electricity demand growth from data centers #AI applications electric vehicles and air conditioners"
@3benson on X 2025-07-23 10:45:17 UTC XXX followers, XX engagements

"Foreign investor holdings of Treasuries climbed in May led by a surge in Canadian purchases in a sign of resilient overseas demand for U.S. government securities in the face of concerns over effects from Trump administration policies #debtcrisis #TIC"
@3benson on X 2025-07-21 02:25:57 UTC XXX followers, XX engagements

"Be wary. Popularity-seeking experts dont advance ideasthey signal status They calibrate to power echo consensus and confirm 'audience' bias with little or no skin in the game When credibility becomes performance analysis corrodes Track their record"
@3benson on X 2025-07-24 01:05:12 UTC XXX followers, XX engagements

"Reuters: Tuesday's trade deal: Japan's auto sector w/c accounts for XX% of its U.S. exports will see existing tariffs✂to XX% from levies totaling XXXX% previously. Duties that were due to come into effect on other Japanese goods from August X will also be cut to XX% from 25%"
@3benson on X 2025-07-23 10:39:14 UTC XXX followers, XX engagements

"A strong day for the US dollar🔼in XX of XX pairs. It gained the most vs #ASEAN currencies. Based on overnight volatility returns in pecking order: $USDPHP Philippine peso $USDMYR Malaysian ringgit $USDIDR Indonesian rupiah $USDTHB Thai baht & $USDSGD Singapore dollar"
@3benson on X 2025-06-23 10:56:10 UTC XXX followers, XXX engagements

"Coal is the worlds leading source of power accounting for XX% of global electricity generation in 2024 Global coal production totaled XXXX billion tonnes in 2024 up XXX% YoY"
@3benson on X 2025-07-24 05:11:06 UTC XXX followers, XX engagements

"BBG: Few technologies have been quite so hyped for so long: Fusion the old joke goes is XX years in the future and always will be Yet Googles agreement like a similar deal that Microsoft Corp.signedwith Helion Energy in 2023 is a hopeful sign"
@3benson on X 2025-07-24 01:36:46 UTC XXX followers, XXX engagements

"Junes revenue bump masks a deeper truth: if the deficit hits P 199B (the post-2021 average) H1 2025 will post a record P 722B shortfallsurpassing the 2021 P 716B milestone Revenue growth economic health when spending crowds out savings and drives debt to all-time highs"
@3benson on X 2025-07-21 04:05:20 UTC XXX followers, XXX engagements

"Markets are partying on borrowed conviction. The dollars decline fueled by Trumps EZ money drumbeat has unleashed risk assets across the board. But w/ the tariff clock ticking the dollar could snap back& when the denominator strengthens the illusion of asset strength fades"
@3benson on X 2025-07-23 12:53:00 UTC XXX followers, 1671 engagements

"BBG: Businesses and households served by the largest US power grid will spend a record $XXXX billion to ensure electricity supplies this year a result that prompted immediate calls from utilities and energy groups to build more generation amid the AI frenzy"
@3benson on X 2025-07-23 10:30:41 UTC XXX followers, XX engagements

"Reuters: What's driving the rally on Wall Street One potential red flag however is the amount of leverage fueling it. Figures from FINRA show that margin debt in U.S. stocks has crossed the $X trillion mark for the first time. This comprises retail and institutional investors"
@3benson on X 2025-07-26 06:56:02 UTC XXX followers, XX engagements

"-xAIs Colossus cluster.leads the world with an estimated 200000 Nvidia H100 chip equivalents -Meta Oracle & Microsoft/OpenAI each operate compute clusters with 100000 H100 equivalents -The cost and power demands of these systems are rising sharply"
@3benson on X 2025-07-23 01:18:54 UTC XXX followers, XX engagements

"What it means: X Capital and mobility flight from Chinas stagnating economynot just its fragile property sector X Fed policy isnt the only driverforeign cash is reshaping U.S. housing dynamics X #Geopolitics remains a prime mover in global capital flows & asset valuations"
@3benson on X 2025-07-22 03:12:15 UTC XXX followers, XXX engagements

"-Sentiment boosted by US-Japan deal this week -Eyes on US-EU trade deal negotiations -Markets shrug off Trump's Fed visit Oversold-support "test" bounce soon #FOMO $DXY #dollar"
@3benson on X 2025-07-25 03:28:38 UTC XXX followers, XX engagements

"Despite a softer dollar today (up in just XX of XX pairs) the Philippine peso stood out as the weakestmaking $USDPHP the days top performer on a volatility-adjusted return basis #ASEAN currencies were mixed: $USDIDR & $USDMYR edged higher while $USDTHB & $USDSGD slipped"
@3benson on X 2025-07-16 12:10:34 UTC XXX followers, XXX engagements

"Only XX% of BBMs $72.2B pledges since post-election trips have been actualized. The latest $21B batch joins the parade of promises but #FDI data shows a downtrend. Jobs could comebut history suggests its more handshake headline hope then silence-- Yet the public forgets"
@3benson on X 2025-07-24 02:01:14 UTC XXX followers, XX engagements

"EZ money fuels #FOMO tariff optics justify the chase. Risk assets climb in Asia and elsewhere. #Geopolitical allies offer begging-bowl diplomacy favoring domestic vested 'crony' interests Ramifications Risk is a footnoteif that"
@3benson on X 2025-07-23 03:50:45 UTC XXX followers, XX engagements

"Companies and non-sovereign issuers in Asia-Pacific (Apac) have sold about US$1.5 trillion (RM6.34 trillion) in bonds so far in 2025 in the regions currencies a X% rise & a record for this period.Offerings in the three months from April to June were the highest for any quarter"
@3benson on X 2025-07-23 05:00:57 UTC XXX followers, XX engagements

"Trumps "art of the deal" stays one-sided: the Philippines gets a X% tariff drop offers an open market & signs up for military alignmentreaffirming our role as an independent client state🤣 Its asymmetry masked as diplomacy better suited for SONA applause than strategy"
@3benson on X 2025-07-22 23:35:56 UTC XXX followers, XX engagements

"Financial easing Asian #stocks are blazing: average weekly gains hit XXX% extending to a 9-week winning streak. XX of XX indices with ATHs from Pakistan Sri Lanka Singapore Australia Japan and Vietnam. Laos and Indonesia are climbing fastmomentum is feverish #FOMO"
@3benson on X 2025-07-26 05:29:17 UTC XXX followers, XXX engagements