[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ShanghaiMacro Shanghai Macro Strategist Shanghai Macro Strategist posts on X about inflation, beijing, china, commodities the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1516578808924569603/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +11% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: X [#](/creator/twitter::1516578808924569603/posts_active)  - X Week X +100% - X Month XX -XX% - X Months XX +8.80% - X Year XXX +16% ### Followers: XXXXXX [#](/creator/twitter::1516578808924569603/followers)  - X Week XXXXXX +0.17% - X Month XXXXXX +0.65% - X Months XXXXXX +5.40% - X Year XXXXXX +14% ### CreatorRank: XXXXXXX [#](/creator/twitter::1516578808924569603/influencer_rank)  ### Social Influence **Social category influence** [travel destinations](/list/travel-destinations) [countries](/list/countries) [finance](/list/finance) [currencies](/list/currencies) [luxury brands](/list/luxury-brands) **Social topic influence** [inflation](/topic/inflation) #1292, [beijing](/topic/beijing) #550, [china](/topic/china), [commodities](/topic/commodities), [the world](/topic/the-world), [united states](/topic/united-states), [bullish](/topic/bullish), [deflation](/topic/deflation), [four seasons](/topic/four-seasons), [the first](/topic/the-first) ### Top Social Posts Top posts by engagements in the last XX hours "Exactly. Beijings austere policy is in effect doing the world particularly the United States a favor by keeping commodity prices and therefore inflation in check. Ive long argued that the true economic nuclear weapon Beijing could deploy to inflict pain on US households and destabilize the US Treasury market would be a large-scale stimulus a bazooka that would send global commodity prices soaring overnight" [X Link](https://x.com/ShanghaiMacro/status/1986059619656155292) 2025-11-05T13:14Z 54.9K followers, 67.2K engagements "Over the past few years China has been in deflation while the US has been in inflation. Yet despite this stark divergence the CNH has still depreciated more than XX% against the US dollar. This combination falling relative prices in China and a weaker currency has made Chinese goods and services extraordinarily cheap in global terms. A vivid example: a night at the Four Seasons Beijing costs roughly $XXX compared with more than $1160 in New York. The price gap is so extreme that it no longer reflects relative productivity or income levels; it reflects a currency that has become fundamentally" [X Link](https://x.com/ShanghaiMacro/status/1993687961758843387) 2025-11-26T14:27Z 54.9K followers, 248.2K engagements "I think the most important line in this widely circulated FT article is this: That would be good for the Chinese people too whose living standards are sacrificed to make the country more competitive. The issue however is that Beijings priorities at this stagegiven the intensifying geopolitical contest with the USare firmly tilted toward enhancing national competitiveness rather than maximizing household welfare. This mindset is not difficult to understand in the context of Chinas collectivist tradition and the leaderships perception that its rivalry with the US is existential. It echoes what" [X Link](https://x.com/ShanghaiMacro/status/1994046177105564028) 2025-11-27T14:10Z 54.9K followers, 48.6K engagements "It is noteworthy that this conclusion appears in the newly released US National Security Strategy: "We must encourage Europe Japan Korea Australia Canada Mexico and other prominent nations in adopting trade policies that help rebalance Chinas economy toward household consumption because Southeast Asia Latin America and the Middle East cannot alone absorb Chinas enormous excess capacity."" [X Link](https://x.com/ShanghaiMacro/status/1996865589173014624) 2025-12-05T08:53Z 54.9K followers, 24.2K engagements "Below are in my view the two most important charts for understanding the current state of the Chinese economy. Ultimately one of the key reasons behind Chinas economic stabilization and the stock market rally earlier this year was the notable pickup in total social financing (TSF) growth following the surprise Politburo meeting last September. However the improvement in TSF growth over the past XX months has been driven almost entirely by a surge in government bond issuance while private-sector credit demandfrom both households and corporateshas continued to deteriorate. The governments" [X Link](https://x.com/ShanghaiMacro/status/1997959792615436392) 2025-12-08T09:21Z 54.9K followers, 43.8K engagements "A very interesting angle: China's relentless manufacturing expansion and export dominance may be a different kind of "carry trade." The BOJ's ultra-loose monetary policy has inflated global asset prices through financial channels whereas the PBoCs easing has worked through the trade channeldriving down the global cost of goods and effectively boosting global purchasing power. In theory an unwinding of the Japan carry trade would depress global asset prices while an unwinding of the "China carry trade" may lead to much higher global inflation. Both would effectively dampen global purchasing" [X Link](https://x.com/ShanghaiMacro/status/1998685372650500132) 2025-12-10T09:25Z 54.9K followers, 30.8K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ShanghaiMacro Shanghai Macro Strategist
Shanghai Macro Strategist posts on X about inflation, beijing, china, commodities the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +11%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: X #
- X Week X +100%
- X Month XX -XX%
- X Months XX +8.80%
- X Year XXX +16%
Followers: XXXXXX #
- X Week XXXXXX +0.17%
- X Month XXXXXX +0.65%
- X Months XXXXXX +5.40%
- X Year XXXXXX +14%
CreatorRank: XXXXXXX #
Social Influence
Social category influence travel destinations countries finance currencies luxury brands
Social topic influence inflation #1292, beijing #550, china, commodities, the world, united states, bullish, deflation, four seasons, the first
Top Social Posts
Top posts by engagements in the last XX hours
"Exactly. Beijings austere policy is in effect doing the world particularly the United States a favor by keeping commodity prices and therefore inflation in check. Ive long argued that the true economic nuclear weapon Beijing could deploy to inflict pain on US households and destabilize the US Treasury market would be a large-scale stimulus a bazooka that would send global commodity prices soaring overnight"
X Link 2025-11-05T13:14Z 54.9K followers, 67.2K engagements
"Over the past few years China has been in deflation while the US has been in inflation. Yet despite this stark divergence the CNH has still depreciated more than XX% against the US dollar. This combination falling relative prices in China and a weaker currency has made Chinese goods and services extraordinarily cheap in global terms. A vivid example: a night at the Four Seasons Beijing costs roughly $XXX compared with more than $1160 in New York. The price gap is so extreme that it no longer reflects relative productivity or income levels; it reflects a currency that has become fundamentally"
X Link 2025-11-26T14:27Z 54.9K followers, 248.2K engagements
"I think the most important line in this widely circulated FT article is this: That would be good for the Chinese people too whose living standards are sacrificed to make the country more competitive. The issue however is that Beijings priorities at this stagegiven the intensifying geopolitical contest with the USare firmly tilted toward enhancing national competitiveness rather than maximizing household welfare. This mindset is not difficult to understand in the context of Chinas collectivist tradition and the leaderships perception that its rivalry with the US is existential. It echoes what"
X Link 2025-11-27T14:10Z 54.9K followers, 48.6K engagements
"It is noteworthy that this conclusion appears in the newly released US National Security Strategy: "We must encourage Europe Japan Korea Australia Canada Mexico and other prominent nations in adopting trade policies that help rebalance Chinas economy toward household consumption because Southeast Asia Latin America and the Middle East cannot alone absorb Chinas enormous excess capacity.""
X Link 2025-12-05T08:53Z 54.9K followers, 24.2K engagements
"Below are in my view the two most important charts for understanding the current state of the Chinese economy. Ultimately one of the key reasons behind Chinas economic stabilization and the stock market rally earlier this year was the notable pickup in total social financing (TSF) growth following the surprise Politburo meeting last September. However the improvement in TSF growth over the past XX months has been driven almost entirely by a surge in government bond issuance while private-sector credit demandfrom both households and corporateshas continued to deteriorate. The governments"
X Link 2025-12-08T09:21Z 54.9K followers, 43.8K engagements
"A very interesting angle: China's relentless manufacturing expansion and export dominance may be a different kind of "carry trade." The BOJ's ultra-loose monetary policy has inflated global asset prices through financial channels whereas the PBoCs easing has worked through the trade channeldriving down the global cost of goods and effectively boosting global purchasing power. In theory an unwinding of the Japan carry trade would depress global asset prices while an unwinding of the "China carry trade" may lead to much higher global inflation. Both would effectively dampen global purchasing"
X Link 2025-12-10T09:25Z 54.9K followers, 30.8K engagements