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@halobrief Avatar @halobrief GK

GK posts on X about china, debt, the first, beijing the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% countries XXXXX% travel destinations XXXXX% stocks XXXX% automotive brands XXXX% currencies XXXX% technology brands XXXX%

Social topic influence china 14.29%, debt 7.14%, the first 7.14%, beijing #657, federal reserve 3.57%, target 3.57%, business 3.57%, yuan 3.57%, year of 3.57%, to the XXXX%

Top accounts mentioned or mentioned by @brad_setser @hugheschris @opinion @derivativesdon @altasilva_macro

Top Social Posts

Top posts by engagements in the last XX hours

"3/4 ECB implementing monetary easing with further rate cuts anticipated. Recovery and Resilience Facility providing policy support across multiple member states. Growth remains weak but policy machinery actively deployed. Federal Reserve lowered target range to 3.75-4% in October 2025 but faces internal division on further cuts. October meeting minutes show "many participants" suggested keeping rates unchanged through year-end versus "several" favoring December reduction. Inflation persists above X% target for fifth consecutive year while labor market softens creating difficult trade-offs"
X Link 2025-11-23T20:58Z XXX followers, XX engagements

"Honda China sales down XXXX% year to date through October 2025. Fifth consecutive year of decline. Dongfeng Motor listed its XX% stake in their 1998 engine joint venture for sale August XX. The JV lost XXX million yuan in 2024 and carries XXX billion yuan debt. Honda and Dongfeng opened a new NEV plant in Wuhan last October with 120000 unit annual capacity. The vehicle production JV remains intact. The Ye S7 launched at 259900 yuan in early 2025. Cumulative sales reached approximately XXX units by July. Honda cut the price to 199900 yuan within weeks. Nissan's N7 priced from 119900 yuan with"
X Link 2025-12-01T22:49Z XXX followers, XXX engagements

"Country Garden secured dual restructuring approvals December X and X. Hong Kong High Court sanctioned the USD XXXX billion offshore plan. Domestic creditors approved CNY XXXX billion across nine bonds. Combined debt reduction exceeds CNY XX billion. No principal repayment required through 2030. Interest rates drop from approximately X% to the X to XXX% range. The controlling shareholder converted USD XXX billion in loans to equity at HKD XXXX per share before asking creditors to vote. XXXX% of syndicated lenders and XX% of dollar bondholders approved. Evergrande's liquidators now report USD"
X Link 2025-12-05T06:19Z XXX followers, 4768 engagements

"China's trade surplus passed $X trillion for the first time in any calendar year. November exports beat forecasts with XXX% growth versus XXX% expected reversing October's surprise XXX% contraction. Export orders recovered at the fastest pace in eight months following the Trump-Xi truce signed October XX in Busan. Imports missed at XXX% versus X% expected. Manufacturing contracted for the eighth consecutive month with PMI at XXXX. Domestic demand is not absorbing production so exports carry the surplus. The US share of Chinese exports fell to XXX% in May the lowest since 2001 down from 18%"
X Link 2025-12-08T04:16Z XXX followers, XXX engagements

"China's goods trade surplus crossed $X trillion for the first time in November. Beijing has stated rebalancing toward domestic consumption as a policy priority since 2004. Twenty years later the surplus hits a record. Understanding why requires looking at fiscal structure rather than trade policy. Local governments in China depend on land sales and investment projects for revenue. They compete for GDP growth through factory construction and infrastructure not consumption promotion. The central government collects consumption taxes but local officials who control implementation have no"
X Link 2025-12-09T17:45Z XXX followers, XXX engagements

"Trump authorized Nvidia H200 exports to China with XX% federal surcharge. H200 is 6x more powerful than H20 which Beijing rejected in August causing $5.5B Nvidia writeoff. ByteDance and Alibaba have approached Nvidia but await Beijing approval. Regulators likely permit limited purchases where Huawei Ascend alternatives underperform. SOURCE:Reuters+Dec10FT+Dec9 Supply ceiling exists regardless: limited H200 production as Nvidia prioritizes Blackwell. XX% probability limited permission scenario"
X Link 2025-12-10T20:37Z XXX followers, XXX engagements

"Valid comparison. Might understate it. Solomon Islands 2022 was one bilateral pact with potential for Chinese security presence. 2025 is active presence across multiple countries simultaneously. September: Solomon Islands announced "China Police Cooperation Model Communities." Chinese police collecting fingerprints palm prints household registration data from citizens in Fighter One village. First known export of China's Fengqiao domestic surveillance model abroad. RSIPF says it will "expand across the country." Chinese police now deployed or training in at least four Pacific nations. Cook"
X Link 2025-12-10T02:04Z XXX followers, 4319 engagements

"Today's 9-3 vote split three ways: two wanted to hold one wanted 50bp. Seven dot plot participants want no cuts in 2026. Powell's term ends May. Hassett holds XX% odds as successor and has said publicly he would cut now. When Bloomberg reported him as frontrunner 10yr yields added 11bp. Markets are pricing governance risk into the long end. That matters more for 2026 rates than the dot plot median"
X Link 2025-12-11T03:38Z XXX followers, XX engagements