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@Alea_ "TRUMP: CHINA LIKES TO DRIVE WEDGES"
X Link @Alea_ 2025-10-14T18:17Z 9233 followers, XXX engagements

"🛑 U.S. SEPT BUDGET RECEIPTS SURPLUS WERE RECORD HIGHS FOR THE MONTH OF SEPT - TREASURY OFFICIAL U.S. FISCAL YEAR 2025 BUDGET RECEIPTS AND OUTLAYS WERE RECORD HIGHS - TREASURY OFFICIAL U.S. SEPT BUDGET SURPLUS $XXX BLN (CONSENSUS $XX BLN SURPLUS) VS SEPT 2024 SURPLUS $XX BLN - TREASURY U.S. FISCAL 2025 YEAR-TO-DATE CUSTOMS RECEIPTS $XXXXX BLN VS COMPARABLE FISCAL 2024 RECEIPTS $XXXX BLN - TREASURY"
X Link @Alea_ 2025-10-16T18:02Z 9239 followers, XXX engagements

"Fitch Ratings: Frances Persistent Political Turmoil Deepens Fiscal Uncertainty"
X Link @Alea_ 2025-10-15T17:15Z 9233 followers, 1288 engagements

"China Puts Export Controls on Nexperia After Dutch Takeover Chipmaker Nexperia a subsidiary of Chinas Wingtech Technology and a major supplier of mature chips for the automotive and consumer electronics sectors announced on Tuesday that it has been banned by the Chinese Ministry of Commerce from exporting products made in China including those produced by its subcontractors after the Dutch government took over the company using a Cold-War-era law to secure Europes chip supply. Nexperia said it is seeking an exemption from the export ban which could affect Dutch access to its chips. The"
X Link @Alea_ 2025-10-14T09:08Z 9229 followers, XXX engagements

"🛑 Argentina will have a floating exchange rate pretty soon as its current trading band widens according to President Javier Mileis deregulation czar - Bloomberg"
X Link @Alea_ 2025-10-14T17:37Z 9232 followers, 1545 engagements

"BESSENT FLOATS LONGER-TERM CHINA TRUCE AFTER RARE EARTHS GAMBIT - BLOOMBERG"
X Link @Alea_ 2025-10-16T12:29Z 9241 followers, XXX engagements

"Wanderlust within: XX% of EU residents trips are intra-EU"
X Link @Alea_ 2025-10-14T08:59Z 9233 followers, XXX engagements

"Gold Tops $4300 on Safe-Haven Demand Fed Rate-Cut Bets Gold surged past $4300 for a fourth session as U.S.-China trade tensions and the U.S. government shutdown drove safe-haven demand. Spot gold reached $4316.99 while December futures settled at $4304.60. Silver hit a record $XXXXX platinum rose to $1706.65 and palladium climbed to $1606. Traders expect 25-bps Federal Reserve rate cuts in October and December with the shutdown potentially costing $XX billion weekly in lost output. Zain Vawda analyst at MarketPulse by OANDA said Gold's trajectory will hinge on the rate-cut picture and"
X Link @Alea_ 2025-10-16T21:53Z 9240 followers, XXX engagements

"PBOC: TO CONDUCT XXX BLN YUAN OF OUTRIGHT REVERSE REPOS ON OCT XX ON THE OPEN MARKET"
X Link @Alea_ 2025-10-14T09:07Z 9233 followers, XXX engagements

"Stress tests show meaningful impacts if yields reprice. In a shock where marginal borrowing costs jump to the current 30-year yield and pass through as debt matures the average budget deficit for France Germany Italy Japan Spain the UK and the US widens by XXX% of GDP by 2029 and XXX% by 2032 compared with a marginal borrowing rate equal to 10-year yields. Debt would rise by an average of XXX% and XXX% of GDP respectively"
X Link @Alea_ 2025-10-17T09:04Z 9241 followers, XXX engagements

"CITI SOLD ARGENTINE PESOS TO THE FEDERAL RESERVE ON THURSDAY AS PART OF US TREASURY SECRETARY SCOTT BESSENTS WIDE-RANGING EFFORT TO BUOY THE CURRENCY AND JAVIER MILEIS ADMINISTRATION ACCORDING TO SOURCES - BLOOMBERG Note: Most likely ESF rather Federal Reserve proper"
X Link @Alea_ 2025-10-16T23:06Z 9242 followers, XXX engagements

"White House"
X Link @Alea_ 2025-10-14T17:42Z 9232 followers, XXX engagements

"Euroclear has a systemic role in the global post-trade services industry. It settles about XX% of the Eurobond market and services securities from over XX countries including bonds equities investment funds and derivatives. Euroclears balance sheet totalled EUR229 billion at end-1H25 of which EUR194 billion related to sanctioned Russian assets mostly for the CBR. As custodian Euroclear has a duty of restitution if sanctions on Russia are lifted potentially making the assets a liability payable at sight. The immobilised assets have inflated Euroclears liabilities and its corresponding cash"
X Link @Alea_ 2025-10-17T09:32Z 9242 followers, XXX engagements

"ASTRAZENECA WHICH IS BASED IN THE U.K. HAS ALSO AGREED TO INVEST $XX BILLION IN ITS DRUG MANUFACTURING AND RESEARCH AND DEVELOPMENT IN THE US - MSNBC"
X Link @Alea_ 2025-10-10T16:54Z 9221 followers, XXX engagements

"FRANCE'S CAC40 INDEX HITS HIGHEST SINCE MARCH LAST UP XXX% SET FOR BIGGEST DAILY GAIN SINCE APRIL"
X Link @Alea_ 2025-10-15T07:54Z 9233 followers, XXX engagements

"ARGENTINAS PESO COULD TUMBLE POST-ELECTION WARNS MORGAN STANLEY"
X Link @Alea_ 2025-10-16T13:12Z 9242 followers, XXX engagements

"JPMORGAN CEO DIMON SAYS WEVE HAD A CREDIT BULL MARKET FOR XX YEARS THIS IS EARLY SIGNS OF SOME EXCESS"
X Link @Alea_ 2025-10-14T12:24Z 9228 followers, XXX engagements

""I can't give details because I signed a confidentiality agreement but I can say it's very important . It was discussed at the Cabinet meeting and President Trump actively participated" Argentina ambassador to the U.S"
X Link @Alea_ 2025-10-16T13:56Z 9242 followers, XXX engagements

"U.S. TREASURY PURCHASED ARGENTINE PESOS IN OPEN MARKET THIS MORNING ( with no effect on the market)"
X Link @Alea_ 2025-10-15T16:10Z 9232 followers, XXX engagements

"ECB'S VILLEROY: FRANCE CANT AFFORD TO FIXATE ON SHORT-TERM FISCAL CHALLENGES & MUST FIND CREDIBLE SOLUTIONS FOR REDUCING ITS DEFICIT - BLOOMBERG"
X Link @Alea_ 2025-10-15T17:49Z 9232 followers, XXX engagements

"U.S. banking system reserves have fallen below $3tn for the first time since early 2023. From their recent peak on April X this year systemwide reserves have fallen by nearly $500bn some XXXX% lower. While this development was not unexpected it suggests that reserves are close to becoming merely ample rather than abundant. This is a large driver of higher funding rates and volatility in money markets. Such a notable decline in reserves was not unexpected when the budget deal was approved by Congress in early July allowing the Treasury Department to resume T-bill issuance; since July X net"
X Link @Alea_ 2025-10-07T09:13Z 9234 followers, XXX engagements

"@fwred He is guessing. Just like for the size of the basis trade (which he thinks is bigger the CTDs deliverables) Note 5: Estimates of Treasury holdings for hedge funds domiciled in the Cayman Islands are derived from SEC Form PF questions X XX and 30"
X Link @Alea_ 2025-10-16T08:55Z 9242 followers, XXX engagements

"Fitch Ratings forecasts developed market (DM) governments to add another USD6 trillion of debt this year with US debt driving over XX% of the rise. DM sovereign rating actions in 2025 have been balanced with four downgrades and four upgrades and all DM10 sovereigns now on Stable Outlooks"
X Link @Alea_ 2025-10-13T12:01Z 9221 followers, XXX engagements

"Paul Tudor Jones Says Ingredients Are in Place for Massive Rally Before a Blow-Off Top to Bull Market: CNBC Billionaire hedge fund manager Paul Tudor Jones told CNBCs Squawk Box that all the ingredients are in place for a powerful surge in stock prices before the bull market peaks likening the current environment to the lead-up to the dotcom bubble burst in 1999 with dramatic rallies in technology stocks. He noted major differences today including the U.S. running a X% budget deficit compared to a surplus in 1999 and the Federal Reserve having started a new easing cycle whereas rate hikes"
X Link @Alea_ 2025-10-06T13:12Z 9229 followers, 1414 engagements

"🛑 FITCH: BELIEVE FRENCH PENSION REFORM SUSPENSION INCREASES RISK OF REVAMP OR REVERSAL OF 2023 PENSION REFORMS AFTER 2027 ELECTIONS"
X Link @Alea_ 2025-10-15T17:14Z 9233 followers, XXX engagements

"Central Banks Gold-Buying Could Continue for Three to Five More Years: Julius Baer Gold buying by emerging-markets central banks is likely to continue for another three to five years says Julius Baers Carsten Menke in a commentary. He bases his projection on a 20%-25% target gold allocation in line with the global average. This buying is expected to remain a structural driver of gold prices as central banks aim to reduce their dependence on the U.S. dollar as a reserve currency and their vulnerability to U.S. sanctions he says. Safe-haven demand which has typically been cyclical could also"
X Link @Alea_ 2025-10-08T08:26Z 9234 followers, XXX engagements

"@PolemicTMM XX bps on US 10s"
X Link @Alea_ 2025-10-14T12:49Z 9227 followers, XX engagements

"ING: Gilts gaining confidence Global bond yields are pushing lower amidst a broader flight to safety with Gilts leading the way. Even now Gilt yields still seem high driven by a hawkish Bank of England and a material risk premium. Gilt swap spreads were more sensitive to French turmoil than to dynamics in US Treasuries or Bunds but this should change with more budget certainty"
X Link @Alea_ 2025-10-17T07:56Z 9242 followers, XXX engagements

"Miracle🥳 Found bank that can compare bond yields in currencies the right way"
X Link @Alea_ 2025-10-17T07:59Z 9242 followers, XXX engagements

"🛑 AMERICAN BILLIONAIRE HEDGE FUND MANAGER PAUL TUDOR JONES SEES NASDAQ 'SUBSTANTIALLY HIGHER' BY YEAR END"
X Link @Alea_ 2025-10-14T14:46Z 9232 followers, XXX engagements

"@PolemicTMM It was fun when they were forced out around liberation day"
X Link @Alea_ 2025-10-14T12:46Z 9228 followers, XX engagements

"Maduro will shut Venezuelas Embassy in Norway after opposition leader Maria Corina Machado was awarded the Nobel Peace Prize rebuffing Oslos move to recognize her fight for democracy - Bloomberg"
X Link @Alea_ 2025-10-13T19:34Z 9221 followers, XXX engagements

"BlackRock Nvidia xAI and Microsoft Lead $40bn Takeover of Aligned Data Centers An investment consortium including BlackRock Nvidia xAI and Microsoft has agreed to acquire Texas-based Aligned Data Centers from Macquarie Asset Management for $XX billion marking the first deal under their year-old AI Infrastructure Partnership. The group which also includes Global Infrastructure Partners and Abu Dhabis MGX will use a $XXX billion capital pool to fund data center development supporting the growing demand for AI computing power. The partnership brings together capital high-performance"
X Link @Alea_ 2025-10-15T11:49Z 9233 followers, XXX engagements

"WHITE HOUSE ECONOMIC ADVISER HASSETT ON U.S. ECONOMIC GROWTH: NO REASON X% CAN'T CONTINUE"
X Link @Alea_ 2025-10-17T12:07Z 9242 followers, XXX engagements

"Fitch Ratings: Protections in Ukraine Loan Plans Key for Euroclear Belgium Ratings"
X Link @Alea_ 2025-10-17T09:31Z 9242 followers, XXX engagements

"🛑 IMF: Euro zone economic growth will hold up despite a drag from U.S. tariffs but this will come at a cost of higher government spending and rising debt"
X Link @Alea_ 2025-10-14T13:10Z 9233 followers, XXX engagements

"Silver Surges XX% in London Outpacing Gold as Supply Tightens and Global Demand Soars Gold has rallied XX% this year amid geopolitical and economic uncertainty but silver has outperformed with a XX% gain on the London market as of mid-October driven by surging investor demand for safe-haven assets tight supply and strong industrial use. Silver inventories in London have dropped by about a third since mid-2021 with global demand outpacing mine output for four consecutive years and silver-backed ETFs drawing in new investment. Silvers value comes from both its role as a precious metal and its"
X Link @Alea_ 2025-10-14T08:27Z 9234 followers, 2846 engagements

"@grok @Lucor_protector @FT The FT/Zucman and EU tax Observatory numbers are pulled from the magazine "Challenges" which is a much less serious source than UBS/PWc"
X Link @Alea_ 2025-10-16T15:30Z 9235 followers, XX engagements

"IMF: FED CAUTION ON RATE CUTS WOULD HELP LIMIT RISE IN VALUATIONS IMF: CONCENTRATION RISK AT HISTORIC HIGH DRIVEN BY AI AND MAGNIFICENT X IMF: HEDGING BY FOREIGN INVESTORS IN U.S. MAY LEAD TO FURTHER DOLLAR WEAKNESS IMF: U.S. EQUITY VALUATIONS CLOSE TO TOP OF POST-1990 RANGE BUT BELOW EARLY 2000S BUBBLE IMF SAYS RISK ASSET PRICES ARE WELL ABOVE FUNDAMENTALS INCREASING ODDS OF 'DISORDERLY' CORRECTION GROWING GOVERNMENT DEBT ISSUE ALSO FLAGGED AS CONCERN BY IMF AS POTENTIAL YIELD SPIKES COULD UPEND MARKETS IMF WARNS OF 'COMPLACENT' MARKETS IN FACE OF GEOPOLITICAL ECONOMIC AND FINANCIAL RISKS"
X Link @Alea_ 2025-10-14T14:23Z 9233 followers, XXX engagements

"Bets on Wiped-Out Credit Suisse Debt Supercharge Invesco AT1 ETF"
X Link @Alea_ 2025-10-17T10:45Z 9241 followers, XXX engagements

"TRUMP: I'M GOING TO GO TO THE SUPREME COURT TO WATCH THE TARIFFS CASE"
X Link @Alea_ 2025-10-15T21:10Z 9232 followers, XXX engagements

"CHINA MISSION TO WORLD TRADE ORGANIZATION: UNITED STATES' INTRODUCTION OF SO-CALLED RECIPROCAL TARIFFS AND LAUNCHING A GLOBAL TRADE WAR HAVE SEVERELY INFRINGED UPON LEGITIMATE RIGHTS OF VARIOUS COUNTRIES"
X Link @Alea_ 2025-10-17T10:08Z 9241 followers, XXX engagements

"Initial China Golden Week Data Suggest Continued Consumption Weakness: Julius Baer Data from China's Golden Week holiday so far suggest continuing consumption weakness in the country Julius Baer says in a research note. Passenger trips for Oct. 1-5 rose XXX% on year a slowdown from the XXX% increase during the Labor Day holiday in May it says. Although domestic flight prices are about XX% pricier than last year that is likely due to Beijing's campaign against industry price wars rather than strong demand it says. E-commerce sales of energy-efficient home appliances smart refrigerators and"
X Link @Alea_ 2025-10-07T08:40Z 9222 followers, XXX engagements

"Credit Suisse AT1 Court: No "viability event" no write-down In its decision of October X 2025 the Federal Administrative Court (FAC) comes to a clear conclusion: the conditions for a write-off of the bonds - so-called "write-off bonds" - were not met. Credit Suisse was sufficiently capitalized at the time in question and met the regulatory requirements. There was no contractually stipulated crisis i.e. no "viability event". According to the court the interventions by the federal government and the Swiss National Bank - intended to ensure liquidity - also had no impact on the capital base. A"
X Link @Alea_ 2025-10-14T11:30Z 9230 followers, XXX engagements

"Japan super long bonds yields up X bps to XXXX% near record highs"
X Link @Alea_ 2025-10-14T12:20Z 9228 followers, XXX engagements

"FINMA TO APPEAL PARTIAL DECISION OF THE FEDERAL ADMINISTRATIVE COURT CONCERNING AT1 CREDIT SUISSE BONDS FINMA: WRITE-DOWN WAS PART OF AN OVERALL PACKAGE TO STABILISE CREDIT SUISSE VIA A MERGER WITH UBS FOR WHICH EXTRAORDINARY STATE SUPPORT MEASURES WERE NECESSARY"
X Link @Alea_ 2025-10-15T08:05Z 9233 followers, XXX engagements

"Credit Agricole Delays Canadian Dollar Bond Sale - Bloomberg"
X Link @Alea_ 2025-10-06T18:04Z 9241 followers, XXX engagements

"If a 2026 budget passes Fitch will assess its composition and fiscal impact relative to our XX September baseline which assumes consolidation worth 0.5pp of GDP in 2026 and 2027. This is just sufficient to offset higher interest costs keeping the fiscal deficit stable at 5.5%-5.6% of GDP but general government debt continues to increase towards XXX% of GDP by 2027"
X Link @Alea_ 2025-10-15T17:17Z 9241 followers, 1826 engagements

"ESF Warehousing Transactions The Federal Open Market Committee of the Federal Reserve can permit the Treasury to "warehouse" some amount of foreign currency if needed and appropriate with the Federal Reserve System for the purposes of making more dollar resources available for ESF operations. Warehousing arrangements have only been used in a few specific instances. In a warehousing transaction the ESF makes a spot sale of foreign currency to the Federal Reserve System and simultaneously commits to repurchase the currency at a market-determined forward price on a specific future maturity date."
X Link @Alea_ 2025-10-10T09:01Z 9221 followers, XXX engagements

"@Tvisyn @robin_j_brooks They are not sellers at all just redemptions. except for risk management purposes like selling junk corp bonds nearing bankruptcy like worldline"
X Link @Alea_ 2025-10-10T14:15Z 9234 followers, XXX engagements

"🛑 FRENCH PM LECORNU'S BUDGET WILL NOT RAISE PENSIONS AND SOCIAL BENEFITS IN LINE WITH INFLATION BUDGET WOULD INCLUDE TAX MEASURE TARGETING HOLDING COMPANIES USED BY THE WEALTHY"
X Link @Alea_ 2025-10-13T18:35Z 9221 followers, XXX engagements

"GOVERNMENT SHUTDOWN COULD PRESSURE CAPITAL-MARKETS REVENUE IN SHORT TERM ANALYSTS SAY BANKING OUTLOOK CAUTIOUSLY OPTIMISTIC THOUGH LESS SO THAN IN JULY ANALYSTS SAY CONSUMERS LOOK BROADLY HEALTHY BUT ANALYSTS WATCHING STUDENT- AUTO-LOAN DELINQUENCIES"
X Link @Alea_ 2025-10-13T17:32Z 9222 followers, XXX engagements