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[@VPatelFX](/creator/twitter/VPatelFX)
"Key US data before the Fed cut 50bps last Sep: - 6M annualised core inflation: XXXX% - 6M average private payrolls: 99k Current (Jun-25): - 6M annualised core inflation: XXXX% - 6M average private payrolls: 107k Spot the difference $USD"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1945204095158997103) 2025-07-15 19:29:31 UTC 36.2K followers, 2460 engagements


"Were going to see tariffs on Cole Palmer tomorrow arent we"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1944493905124393439) 2025-07-13 20:27:28 UTC 36.1K followers, 2976 engagements


"Taiwan exports to US are surging whilst Taiwan imports from Mainland China are surging. Wonder what that means (backdoor channel). Asian exporters in full TACO mode $USD"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1942549401333031094) 2025-07-08 11:40:42 UTC 36.2K followers, 120.9K engagements


"⚠ The US labor market *is* cooling. Total job listings on Indeed hit their lowest level since February 2021 (as of July 4) $USD"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1945014013244461296) 2025-07-15 06:54:12 UTC 36.2K followers, 8233 engagements


"Either bonds are too cheap (yields too high) or the Swedish Krona is the new Global Macro Haven on the bloc. $USD"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1933126601606332850) 2025-06-12 11:37:52 UTC 36.1K followers, 7636 engagements


"Long-end yields seeing escape velocity Bond markets tumble on Finance Minister crying Top central bank official at risk of being ousted Must be EM right. Nope thats Japan UK & US in recent weeks. At this rate G10 & EM desks should merge. Difference is splitting hairs"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1945539508730049001) 2025-07-16 17:42:19 UTC 36.2K followers, 5262 engagements


"⚠ Hotter-than-expected UK CPI. But (i) ok breadth (only XX% of basket XXX% annualised inflation); (ii) ok-ish core services & goods. Food inflation worrying. BoE still on track to cut given weak jobs market. Mkt a bit too excited about front-loaded cuts (slow-burner to 3%) $GBP"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1945365992290341325) 2025-07-16 06:12:50 UTC 36.2K followers, 4334 engagements


"⚠ 5th consecutive negative surprise in US core CPI. 4th hottest June since 2001 on an NSA basis. Tariff inflation is showing up a bit. But importantly inflation isn't picking up as much as markets/Fed feared. Breadth was high. But soft enough for Fed to think about cuts $USD"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1945101192901570903) 2025-07-15 12:40:37 UTC 36.2K followers, 8245 engagements


"According to Adobe Digital Prices in June 2025 Computer prices down XXXX% YoY Tous down -XXX% YoY and Electronics down -XXX% YoY. Doesnt suggest tariffs are all that inflationary so far $USD"  
![@VPatelFX Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::799233277341159424.png) [@VPatelFX](/creator/x/VPatelFX) on [X](/post/tweet/1944624113655382424) 2025-07-14 05:04:52 UTC 36.2K followers, 543.1K engagements