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# ![@Ajay_Bagga Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::86437069.png) @Ajay_Bagga Ajay Bagga

There is no news or social post specifically about Ajay Bagga. However, several posts mention the impact of US visa rules and interest rate changes on the Indian economy and companies. The US Federal Reserve and other central banks are considering interest rate cuts, while new US visa rules, including a $XXXXXXX fee for H-1B visas, may affect Indian IT companies and workers.

### Engagements: XXXXXXX [#](/creator/twitter::86437069/interactions)
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### Mentions: XXX [#](/creator/twitter::86437069/posts_active)
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### Followers: XXXXXXX [#](/creator/twitter::86437069/followers)
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### CreatorRank: XXXXXX [#](/creator/twitter::86437069/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::86437069/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::86437069/influence)
---

**Social category influence**
[finance](/list/finance)  #1439 [countries](/list/countries)  XXXXX% [stocks](/list/stocks)  #4629 [currencies](/list/currencies)  #636 [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[china](/topic/china) #1729, [tariffs](/topic/tariffs) #209, [donald trump](/topic/donald-trump) #2098, [prime minister](/topic/prime-minister) #579, [government shutdown](/topic/government-shutdown) #185, [stocks](/topic/stocks) #572, [japan](/topic/japan) #3035, [signals](/topic/signals) #540, [ukraine](/topic/ukraine) #365, [india](/topic/india) #6052

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@karanahuja17](/creator/undefined) [@futbr_ancelot](/creator/undefined) [@moneycontrolcom](/creator/undefined) [@ravi58152338957](/creator/undefined) [@monu_gupta11](/creator/undefined) [@123kriskwidrisk](/creator/undefined) [@diginagrik](/creator/undefined) [@rajaranjans](/creator/undefined) [@jatwanisuraj](/creator/undefined) [@ndtvprofitindia](/creator/undefined) [@energy_capital7](/creator/undefined) [@dhrumil81622963](/creator/undefined) [@banarasimulla](/creator/undefined) [@mukta_raje9106](/creator/undefined) [@sharma6669](/creator/undefined) [@avpatel81](/creator/undefined) [@rohanbkakde](/creator/undefined) [@prem_arabian](/creator/undefined) [@nitinjain105](/creator/undefined)

**Top assets mentioned**
[Goldman Sachs (GS)](/topic/goldman-sachs) [General Motors Company (GM)](/topic/general-motors) [Groupo Simec, S.A.B de C.V. (SIM)](/topic/$sim) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [General Electric Company (GE)](/topic/$ge) [Safe (SAFE)](/topic/safe-safe) [Microsoft Corp. (MSFT)](/topic/microsoft) [Artificial Intelligence (AI4)](/topic/$ai4) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Agnico Eagle Mines Ltd. (AEM)](/topic/agnico-eagle) [Warner Bros Discovery, Inc. (WBD)](/topic/warner-bros-discovery-inc)
### Top Social Posts [#](/creator/twitter::86437069/posts)
---
Top posts by engagements in the last XX hours

"Economic indicators offered mixed signals but reinforced expectations for a dovish Federal Reserve. September's ADP Employment Change report revealed a loss of 32000 private-sector jobs while job openings rose to XXXXX million in August. The housing sector remained weak. The ongoing government shutdown led to delays in certain economic data releases like the September Employment Situation Report. 32000 private-sector job losses in September Job openings at XXXXX million in August Fed rate cut expectations firm with a 25-basis-point cut likely in October"  
[X Link](https://x.com/Ajay_Bagga/status/1974279229648089156) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-04T01:03Z 273K followers, 8337 engagements


"US stocks suffered their worst selloff in six months after President Donald Trump threatened a massive increase of tariffs on Chinese products imported into the US. The S&P XXX Index tumbled XXX% its worst day since April XX and the Nasdaq XXX Index sank XXX% with a basket of the so-called Magnificent Seven companies plunging 3.8%. Wall Streets chief fear gauge the Cboe Volatility Index or VIX topped XX for the first time since April a level that typically signals mounting market stress"  
[X Link](https://x.com/Ajay_Bagga/status/1976832670463070438) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-11T02:10Z 273K followers, 21.4K engagements


"The U.S. government shutdown and political dysfunction are now embedded into market risk models any escalation could exacerbate volatility. A week's U.S. government shutdown leads to a XXX% GDP cut. However Open ups lead to a speedy normalisation hence markets are not factoring in shutdown effects so-far"  
[X Link](https://x.com/Ajay_Bagga/status/1977356873738174682) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-12T12:53Z 273K followers, 9616 engagements


"Gold price performance since 1969. There have been long periods of non-performance following such sharp upswings"  
[X Link](https://x.com/Ajay_Bagga/status/1977360363906535553) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-12T13:07Z 273K followers, 13.9K engagements


"US President Donald Trump is to receive the highest civilian honors from Egypt and Israel. Egyptian President Abdel Fattah el-Sisi will confer the Order of the Nile on Trump who will visit Egypt later Monday in appreciation for his role in supporting peace efforts defusing conflict and his leading role in stopping the war in Gaza. Israeli President Isaac Herzog said Monday that Trump would receive Israels highest civilian honor the Israeli Presidential Medal of Honor in recognition of his efforts to bring the hostages home. Herzog said Trump had laid the foundations for a new era in the"  
[X Link](https://x.com/Ajay_Bagga/status/1977637415045996609) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-13T07:27Z 273K followers, 13.1K engagements


"The first year of US President Trumps second term has been marked by this pattern: The president threatens to impose sky-high tariffs and stocks tumble then he relents and markets recover. Wall Street has learned to capitalize on this by buying into the S&P XXX when it first drops anticipating the president will backtrack on tariffs and send markets higher. Analysts have taken to calling this gamble the TACO trade which stands for Trump Always Chickens Out. The term was devised by the Financial Times's Robert Armstrong"  
[X Link](https://x.com/Ajay_Bagga/status/1978631160793325613) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-16T01:16Z 272.9K followers, 18.4K engagements


"Mumbai man wife kept under 'digital arrrest' for X months cheated of Rs XX crore The fraud began on August XX when the victim was contacted through a WhatsApp video call by two men who impersonated officers of the Enforcement Directorate (ED) and the Central Bureau of Investigation (CBI)"  
[X Link](https://x.com/Ajay_Bagga/status/1979414178075918423) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-18T05:08Z 273K followers, 74.2K engagements


"Chinas economy expands at slowest pace in a year Trade war and property downturn hit momentum as official GDP grows XXX% in third quarter"  
[X Link](https://x.com/Ajay_Bagga/status/1980457089454731750) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T02:12Z 273K followers, 9638 engagements


"US tariffs impact : Chinas export diversification: shipments to EU +14% SEA +15.6% Africa +56.4%"  
[X Link](https://x.com/Ajay_Bagga/status/1980619502724477329) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:57Z 273K followers, 2600 engagements


"This is the flip side of US trade war/tariff pressure China hedges by broadening its market reach and growing its exports despite the XX% dip in US exports. This is massive resilience"  
[X Link](https://x.com/Ajay_Bagga/status/1980619685701034349) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:58Z 273K followers, 2376 engagements


"The USChina trade dynamic remains intense: even as China finds new markets the XX% drop in USbound exports in September highlights the growing cost of reliance on the US demand engine"  
[X Link](https://x.com/Ajay_Bagga/status/1980619882015428674) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:59Z 273K followers, 2452 engagements


"Back to ChinaUS tariff diplomacy: A US business lobby called on the Trump administration to rescind the Affiliates Rule and ease export curbs to China warning of collateral damage to US firms"  
[X Link](https://x.com/Ajay_Bagga/status/1980620981002785220) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:03Z 273K followers, 3088 engagements


"Do Rating Agencies Know Anything or Do Markets Pay Heed to Them After ratings downgradeFrench Stocks Hit Record High as Earnings Counter Debt Concerns and Ratings Downgrade"  
[X Link](https://x.com/Ajay_Bagga/status/1980636088789262347) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:03Z 273K followers, 3484 engagements


"GM Raises Outlook as Strong Truck Demand Dulls Tariff Pain"  
[X Link](https://x.com/Ajay_Bagga/status/1980636573042667714) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:05Z 273K followers, 5106 engagements


"Wells Fargo CEO says credit is strong does not see cracks in banking system"  
[X Link](https://x.com/Ajay_Bagga/status/1980684303110729807) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T17:15Z 273K followers, 5005 engagements


"Weapons makers Lockheed Martin (LMT.N) opens new tab and RTX (RTX.N) opens new tab predicted strong profits for the rest of this year on Tuesday as their results benefited from surging demand for arms from conflicts in the Middle East and a protracted Russia-Ukraine war. Missiles munitions and air defenses were important drivers for both companies while Lockheed has been awarded an $XXXX billion contract from the Pentagon for a total of XXX F-35 jets"  
[X Link](https://x.com/Ajay_Bagga/status/1980684605268320764) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T17:16Z 273K followers, 6117 engagements


"Trump and Putin cancel Budapest summit over Ukraine"  
[X Link](https://x.com/Ajay_Bagga/status/1980815482149081411) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T01:56Z 273K followers, 5053 engagements


"Gold and silver saw their steepest selloff in years as investors locked in profits on concern the recent historic rally left the metals overvalued"  
[X Link](https://x.com/Ajay_Bagga/status/1980820161419493868) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:15Z 273K followers, 5548 engagements


"Golds rally in recent months has been nothing short of extraordinary fueled by falling yields persistent central bank buying and expectations of further monetary easing"  
[X Link](https://x.com/Ajay_Bagga/status/1980821576028479791) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:20Z 273K followers, 3748 engagements


"General Electric Co. raised its full-year outlook for a second consecutive quarter as the jet-engine manufacturer cashes in on strong air-travel demand"  
[X Link](https://x.com/Ajay_Bagga/status/1980822740077801930) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:25Z 273K followers, 4184 engagements


"Adidas AG lifted its earnings forecast for the year amid robust demand for retro sneakers like the Gazelle and efforts to mitigate the impact of US tariffs"  
[X Link](https://x.com/Ajay_Bagga/status/1980823400588476856) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:27Z 273K followers, 3816 engagements


"Gold and silver saw their steepest selloff in years as investors locked in profits on concern that the recent historic rally in the precious metals left them overvalued. Spot gold prices slumped as much as XXX% the biggest decline in more than a dozen years while spot silver dropped as much as XXX% after technical indicators showed earlier gains may have been overdone. The long-term drivers that have brought gold to successive record highs remain intact and analysts still expect prices to resume rising in the coming months"  
[X Link](https://x.com/Ajay_Bagga/status/1980824030807748835) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:30Z 273K followers, 23.6K engagements


"A planned summit between U.S. President Donald Trump and Russian President Vladimir Putin was put on hold on Tuesday as Moscow's rejection of an immediate ceasefire in Ukraine cast a cloud over attempts at negotiations"  
[X Link](https://x.com/Ajay_Bagga/status/1980826701241446800) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:41Z 273K followers, 5482 engagements


"The U.S. dollar weakened in early Asian trade on Wednesday edging back from its highest level against the Japanese yen in a week as a tumble in gold prices triggered a rebalancing across various safe-haven assets. Gold fell as much as XXX% to a low of $4003.39 amid a broad decline in precious metals retracing a rally that has seen the yellow metal's biggest yearly gains in almost half a century. The U.S. dollar was last XXX% weaker at XXXXXX yen after the release of data showing Japanese exports rose in September for the first time in five months. The yen has lost XXX% this month its biggest"  
[X Link](https://x.com/Ajay_Bagga/status/1980827811071029424) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:45Z 273K followers, 6277 engagements


"Global shares slipped on Wednesday and gold pulled back sharply from a blistering rally as stretched valuations came under scrutiny and investors booked profits. Geopolitics loomed large. A planned summit between U.S. President Donald Trump and Russian President Vladimir Putin was put on hold and ambiguity lingered over a potential meeting between Trump and Chinese President Xi Jinping"  
[X Link](https://x.com/Ajay_Bagga/status/1980827949172682833) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:45Z 273K followers, 5388 engagements


"Japan coalition deal paves way for first female prime minister"  
[X Link](https://x.com/Ajay_Bagga/status/1980456890661498918) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T02:11Z 273K followers, 7645 engagements


"On ChinaUS tariff discussions: The Chinese export resilience means Beijing holds more cards than conventional models suggest. The US faces a paradox: tariffs raise domestic costs but may not always hurt China as much as intended"  
[X Link](https://x.com/Ajay_Bagga/status/1980623869343068198) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:15Z 273K followers, 2625 engagements


"A XXXX% slump in S. Korea's exports to the #US in early Oct highlights the tangible impact of escalating tariff tensions and demand contraction. Supply chain diversification is now a cost not a choice. #TradeWars #Tariffs"  
[X Link](https://x.com/Ajay_Bagga/status/1980625679248159073) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:22Z 273K followers, 3209 engagements


"Japan stocks hit record high as Sanae Takaichi becomes prime minister"  
[X Link](https://x.com/Ajay_Bagga/status/1980630703403684073) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:42Z 273K followers, 5948 engagements


"US government shutdown stalls inspections and Boeing deliveries Lufthansa says"  
[X Link](https://x.com/Ajay_Bagga/status/1980634853684191251) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:58Z 273K followers, 4175 engagements


"Wars and geopolitical threats are good for defence sector business: Northrop Grumman Hikes Earnings Forecasts on Missile Demand"  
[X Link](https://x.com/Ajay_Bagga/status/1980636466389873026) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:05Z 273K followers, 3760 engagements


"US-China: an agreement between the two sides could be reached within the next XX days which may temporarily allow rare earth minerals and magnets to flow to the US and soybeans to China"  
[X Link](https://x.com/Ajay_Bagga/status/1980640412181414323) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:20Z 273K followers, 8422 engagements


"Gold now makes up XX per cent of international reserves held by central banks surpassing the euro at XX per cent. Gold gained momentum because the dollar was weaponised with Russian reserves being seuzed post the Ukraine war.This weaponisation of the dollar undermines its role as the international reserve currency and enhances the appeal of gold. Gold demand then spills over into silver as investors monitor the price relationship between the two precious metals. That is what accelerated in 2025. Has it ended The conditions haven't"  
[X Link](https://x.com/Ajay_Bagga/status/1980658996114780287) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T15:34Z 273K followers, 17.6K engagements


"Gold plunged the most in a dozen years while silver had its biggest drop since February 2021 on Tuesday amid a broad market selloff following a weeks-long rally that sent precious metals to successive record highs. Spot gold fell as much as XXX% to $4082.03 an ounce while spot silver dropped up to XXX% to $XXXXX an ounce. A confluence of factors dragged down the precious metals including positive trade talks between China and the US a stronger dollar overstretched technicals and uncertainty on investor positioning due to the US government shutdown and end of a seasonal buying spree in India"  
[X Link](https://x.com/Ajay_Bagga/status/1980668040594505838) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T16:10Z 273K followers, 15.8K engagements


"General Motors Co. raised its full-year outlook buoyed by better-than-expected pickup truck sales and fresh relief from the Trump administrations tariffs on auto parts"  
[X Link](https://x.com/Ajay_Bagga/status/1980822682578088058) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:25Z 273K followers, 3774 engagements


"European nations are working with Ukraine on a new proposal for a ceasefire in Russia's war along current battle lines four European diplomats said mainly incorporating ideas already under discussion while pressing to keep the U.S. in a central role. A senior European diplomat said the proposal included a reference to a peace board that would be chaired by U.S. President Donald Trump and would oversee the implementation of the proposed plan"  
[X Link](https://x.com/Ajay_Bagga/status/1980826881684566176) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:41Z 273K followers, 5818 engagements


"Global shares slipped on Wednesday and gold pulled back sharply from a blistering rally as stretched valuations came under scrutiny and investors booked profits"  
[X Link](https://x.com/Ajay_Bagga/status/1980827154524041551) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:42Z 273K followers, 4365 engagements


"Japan's Nikkei fell XXX% in line with the broader market though that followed two days of strong gains on expectations of greater fiscal stimulus under the country's new prime minister Sanae Takaichi. Expect 'Sanaenomics' to be broadly positive for the equities market.Expect further upside for the Nikkei supported by the twin tailwinds of corporate reform and a pro-growth reflationary path with Takaichi's election"  
[X Link](https://x.com/Ajay_Bagga/status/1980828907227213900) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:49Z 273K followers, 6559 engagements


"The U.S. Federal Reserve also announces its rate decision next week and investors have almost fully priced in a 25-basis-point rate cut. The dearth of U.S. economic data due to the ongoing government shutdown means that policymakers could be left flying blind at the meeting a less-than-ideal situation as they remain divided over which risks deserve the most attention"  
[X Link](https://x.com/Ajay_Bagga/status/1980829614478950886) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:52Z 273K followers, 8534 engagements


"To boost consumption India must reduce the indirect tax burden on lower income households. Simplify GST Lower slabs for essential goods Streamline compliance for small businesses Consumption taxes must not stifle demand. #GSTReform"  
[X Link](https://x.com/Ajay_Bagga/status/1951115560152080416) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-08-01T02:59Z 273K followers, 18.3K engagements


"French PM resigns after XX days sparking fresh political chaos. French stock index down over X% French govt bond yields up Euro falls 0.3%"  
[X Link](https://x.com/Ajay_Bagga/status/1975237254965584234) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-06T16:30Z 273K followers, 8668 engagements


"Glencore secures $394mn from Australian government to keep copper smelter operational"  
[X Link](https://x.com/Ajay_Bagga/status/1976156618548191496) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-09T05:23Z 273K followers, 5819 engagements


"Friday Surprise: President Trumps moves mark an abrupt change in tone even from Thursday when he expressed optimism that he could convince Xi to end Chinas moratorium on US soybean buys and said of the Chinese leader hes got things that he wants to discuss with me and I have things that I want to discuss with him"  
[X Link](https://x.com/Ajay_Bagga/status/1976764246818992548) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-10T21:38Z 273K followers, 8688 engagements


"Hours after Donald Trump threatened Beijing with massive tariffs on Friday over its export controls on rare earths he appeared to put his words into action by imposing a XXX per cent levy on imports from China. But the US presidents move hinted at a more calibrated approach than some had expected. Instead of imposing the tariffs immediately they will come into effect on November X two days after a scheduled meeting with President Xi Jinping. That suggested Trump was creating room for a solution even though he had said there was no point in meeting Xi at the Apec forum in South Korea"  
[X Link](https://x.com/Ajay_Bagga/status/1977227836126613841) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-12T04:20Z 273K followers, 38.6K engagements


"Israeli Prime Minister Benjamin Netanyahu and his wife Sara have written a personal note for the returning hostages. On behalf of the entire people of Israel welcome back We waited for you we embrace you they wrote. The note is part of a reception kit hostages will receive that also includes clothing and personal items a laptop a mobile phone and a tablet according to the Prime Ministers Office"  
[X Link](https://x.com/Ajay_Bagga/status/1977612107970408807) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-13T05:47Z 273K followers, 16.6K engagements


"Wall Street investment banking revenues poised to top $9bn"  
[X Link](https://x.com/Ajay_Bagga/status/1977612606019182835) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-13T05:49Z 273K followers, 7766 engagements


"1. #GDPRealityCheck: China's Q3 2025 GDP growth slowed to XXX% YoY its weakest pace in a year. While beating consensus slightly the trend reflects deep structural issues not just cyclical ones"  
[X Link](https://x.com/Ajay_Bagga/status/1980447803680911801) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:35Z 273K followers, XXX engagements


"3. #SelfRelianceDrive: Expect the Plenum's new 5-Year Plan framework to double down on technological self-reliance & supply chain fortification against US containment efforts"  
[X Link](https://x.com/Ajay_Bagga/status/1980447996123939002) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:36Z 273K followers, XXX engagements


"4. #ConsumptionCrisis: Retail sales growth remains sluggish (3.0% YoY in September) highlighting a persistent drag from weak household confidence and the property market slump"  
[X Link](https://x.com/Ajay_Bagga/status/1980448087748550856) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:36Z 273K followers, XXX engagements


"5. #PropertyPeril: The real estate sector remains an anchor; property investment fell $sim$14% YTD (Jan-Sep) crushing local government finances and consumer wealth"  
[X Link](https://x.com/Ajay_Bagga/status/1980448181914857905) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:36Z 273K followers, XXX engagements


"6. #EvergrandeEcho: The fallout from the Evergrande liquidation and other major defaults signals the end of the debt-fueled high-growth property model shifting risk to the financial system"  
[X Link](https://x.com/Ajay_Bagga/status/1980448281747681400) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:37Z 273K followers, XXX engagements


"7. #TariffTangle: Despite US tariffs China's total exports remain relatively strong (+8.3% global YoY in Sept) as firms successfully re-route goods and pivot to other global markets"  
[X Link](https://x.com/Ajay_Bagga/status/1980448397564998023) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:37Z 273K followers, XXX engagements


"As traditional safe havens show volatility and Gold/Silver hit huge highs maybe tops there are no 'safe' Safe Havens for investors. The only safe haven is diversification thats the best insurance. The self-imagined-Warren-Buffett fund managers will say concentration is the way to riches. That works well for the XXXXXXXX% . For the rest of us The only safe haven is diversification thats the best insurance. This is the best time to relook at your asset allocation and ensure you are truly diversified"  
[X Link](https://x.com/Ajay_Bagga/status/1971794938179580302) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-09-27T04:32Z 273K followers, 12.1K engagements


"Ray Dalio founder of Bridgewater Associates recommended Tuesday that investors put something like XX% of your portfolio in gold. Debt instruments are not an effective store of wealth Dalio said at the Greenwich Economic Forum in Connecticut. Gold is the one asset that does very well when the typical parts ofyour portfolio go down he said"  
[X Link](https://x.com/Ajay_Bagga/status/1975650239827878227) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-07T19:51Z 273K followers, 88.1K engagements


"The US dollar staged a resurgence gaining XXX% against major currencies buoyed by safe-haven flows and expectations of steady Fed policy. This shift pressured emerging market assets warranting caution in FX positions. #Currencies #USD"  
[X Link](https://x.com/Ajay_Bagga/status/1977358786336604245) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-12T13:00Z 273K followers, 4838 engagements


"Bank of England warns growing risk AI bubble could burst Soaring valuations of technology firms could drop sharply amid potentially disappointing progress around artificial intelligence (AI) the Bank of England has warned. Big US tech companies like Nvidia Google and Microsoft have all seen their share prices soar over the past year driven by expectations that the adoption of AI technology will ramp up around the world. But the central banks financial policy committee (FPC) warned that the risk of a sharp correction in the financial markets has increased. The minutes of the FPCs latest"  
[X Link](https://x.com/Ajay_Bagga/status/1977361145171255487) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-12T13:10Z 273K followers, 24.3K engagements


"Gold soared to a record high on Monday lifted by safe-haven demand amid renewed U.S.-China trade tensions and expectations of U.S. Federal Reserve interest rate cuts while silver also surged to an all-time high"  
[X Link](https://x.com/Ajay_Bagga/status/1977599450660081844) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-13T04:57Z 273K followers, 7174 engagements


"China Geoeconomics: XX Flashpoints:"  
[X Link](https://x.com/Ajay_Bagga/status/1980447699364348019) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:35Z 273K followers, 12.2K engagements


"8. #DeSinoization: US tariffs have caused a sharp fall in direct exports to the US ($sim$-27% YoY in September) accelerating the "China+1" supply chain diversification strategy globally"  
[X Link](https://x.com/Ajay_Bagga/status/1980448512946106714) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:38Z 273K followers, XXX engagements


"President Donald Trump signed an agreement with visiting Australian Prime Minister Anthony Albanese to boost access to critical minerals and rare earths as the US looks to reduce reliance on Chinese supplies. In about a year from now well have so much critical mineral and rare earths that you wont know what to do with them Trump said Monday at the White House during a meeting between the two leaders. Albanese said the deal represented an $XXX billion pipeline that we have ready to go. He hailed the minerals and rare earths pact as taking the nations economic and defense cooperation to the"  
[X Link](https://x.com/Ajay_Bagga/status/1980451406805909643) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:49Z 273K followers, 10.5K engagements


"President Donald Trump signed an agreement with Australian Prime Minister Anthony Albanese to boost access to critical minerals and rare earths as the US looks to reduce reliance on Chinese supplies. India has more reserves of rare-earth minerals than Australia. With the US and Australia investing in rare-earth mining and refining capacities there is an opportunity for India to attract global miners to set up mining and refininf capacities in India for these key inputs on which China has a XX% stranglehold at present"  
[X Link](https://x.com/Ajay_Bagga/status/1980453228782277079) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T01:56Z 273K followers, 29.5K engagements


"Canada tells pension funds to invest at home in age of economic nationalism"  
[X Link](https://x.com/Ajay_Bagga/status/1980456834654994754) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T02:11Z 273K followers, 7072 engagements


"Sanae Takaichi won the lower house of parliament vote to become Japans prime minister on Tuesday effectively making her the first woman to clinch the nations top leadership job. She secured XXX votes in the more powerful chamber bringing her four votes above the majority line needed to confirm her victory"  
[X Link](https://x.com/Ajay_Bagga/status/1980508664390652100) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T05:37Z 273K followers, 7506 engagements


"Amazon Web Services resolved issues that plagued its services for about XX hours on Monday highlighting the internet's dependence on the company's operations. AWS services underpin a large chunk of the internet accounting for about a third of the cloud market and the outage affected hundreds of sites including financial services and gaming companies. The outage was caused by a malfunctioning digital directory for a key database service which led to cascading failures and affected other subsystems including one necessary for customers to launch new rented servers"  
[X Link](https://x.com/Ajay_Bagga/status/1980509417474043973) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T05:40Z 273K followers, 14.3K engagements


"Japan stocks surge as Sanae Takaichi becomes prime minister"  
[X Link](https://x.com/Ajay_Bagga/status/1980510008270893550) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T05:42Z 273K followers, 5313 engagements


"Trump reiterated his readiness to impose a XXX % tariff on Chinese exports if no trade deal is struck by Nov X. The calculus is now very much about leverage not just negotiations"  
[X Link](https://x.com/Ajay_Bagga/status/1980615950878867626) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:43Z 273K followers, 2743 engagements


"The rareearths deal and tariff standoff with China underscore a broader shift: trade policy is now squarely intertwined with national security and supply-chain sovereignty"  
[X Link](https://x.com/Ajay_Bagga/status/1980616455055089777) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:45Z 273K followers, 2865 engagements


"If the proposed XXX % tariff on Chinese goods goes ahead global trade will face a structural shock. Businesses with exposure to U.S.China value chains must revisit assumptions"  
[X Link](https://x.com/Ajay_Bagga/status/1980616859914527138) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:47Z 273K followers, 3227 engagements


"#SouthKorea posted a trade surplus of US$9.56 billion in September: exports rose XXXX% YoY to $XXXXX bn imports grew XXX% YoY. Trading Economics+1 This signals a technology+AI export push amid a softer global demand backdrop. #Korea #Trade"  
[X Link](https://x.com/Ajay_Bagga/status/1980619084636323991) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:56Z 273K followers, 2699 engagements


"Meanwhile #China achieved an XXX% YoY rise in overall exports in September despite a XX% slump in shipments to the US. Key takeaway: China is re-routing trade flows toward Europe Asia-Pac & Africa"  
[X Link](https://x.com/Ajay_Bagga/status/1980619350219563064) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:57Z 273K followers, 5315 engagements


"On GDP: Chinas economy grew at XXX% in Q3 (annualised) the weakest in roughly a year hit by weak domestic demand and property sector drag"  
[X Link](https://x.com/Ajay_Bagga/status/1980619801988141313) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T12:58Z 273K followers, 2208 engagements


"On the US side the ongoing federal government shutdown now in its third + week is escalating economic risk"  
[X Link](https://x.com/Ajay_Bagga/status/1980620106087776583) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:00Z 273K followers, 4077 engagements


"In Japan: Sanae Takaichi has become the first female prime minister of Japan a historic move but also one loaded with economic and strategic implications. AP News+1 #Japan #Leadership"  
[X Link](https://x.com/Ajay_Bagga/status/1980620405607133600) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:01Z 273K followers, 2731 engagements


"For global supply chains Japan may lean harder into autonomy and less dependence on China"  
[X Link](https://x.com/Ajay_Bagga/status/1980620886555210196) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:03Z 273K followers, 2608 engagements


"The US-China tariff dialogue comes at a moment where China is still managing growing its exports overall even though US shipments are collapsing. That duality is central. Chinas ability to adapt trade flows is a strategic win in the tariff era"  
[X Link](https://x.com/Ajay_Bagga/status/1980621216840085551) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:04Z 273K followers, 2743 engagements


"For investors Koreas tech exports are a leading indicator for global tech capex.#SouthKorea posted a trade surplus of US$9.56 billion in September: exports rose XXXX% YoY to $XXXXX bn imports grew XXX% YoY. This signals a technology+AI export push amid a softer global demand backdrop. #Korea #Trade"  
[X Link](https://x.com/Ajay_Bagga/status/1980621659980853637) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:06Z 273K followers, 5597 engagements


"Corporate risk alert: South Korean exports are strong but what happens if global demand slows Tech capex cycles are volatile. Investors in Korea must watch US demand and Chinese competition closely"  
[X Link](https://x.com/Ajay_Bagga/status/1980623975278621092) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:15Z 273K followers, 3502 engagements


"Financial markets will keenly await the Fed outcome October XX not just the rate cut but the commentary on quantitative tightening labour market and inflation risks. #Markets #FedWatch"  
[X Link](https://x.com/Ajay_Bagga/status/1980624070816461269) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:15Z 273K followers, 2729 engagements


"S. Korea's semiconductor exports jumped XXXX% in early Oct underscoring persistent global demand for key tech components despite macro headwinds. The digital transition remains a powerful secular trend. #Semiconductors #Tech"  
[X Link](https://x.com/Ajay_Bagga/status/1980625785338884426) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:22Z 273K followers, 3049 engagements


"#China's export engine diversification is evident. Despite a sharp XX% drop in exports to the #US in September overall growth hit a six-month high of XXX% YoY. The decoupling narrative is shifting to re-routing and re-globalization. #Geoeconomics"  
[X Link](https://x.com/Ajay_Bagga/status/1980625926116483420) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:23Z 273K followers, 3639 engagements


"Saudi Arabias Crown Prince MBS Said to Visit Trump at White House on Nov. 18"  
[X Link](https://x.com/Ajay_Bagga/status/1980634608837509447) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T13:57Z 273K followers, 4087 engagements


"Goldman Sachs' Solomon Calls Regional Bank Losses Idiosyncratic Events"  
[X Link](https://x.com/Ajay_Bagga/status/1980635602212266220) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:01Z 273K followers, 2908 engagements


"AI Boom Transforms Utilities From Defensive Haven to Soaring Growth Stocks"  
[X Link](https://x.com/Ajay_Bagga/status/1980636680706240798) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:05Z 273K followers, 3272 engagements


"Trump on Monday signed a landmark pact with Australian Prime Minister Anthony Albanese to boost Americas access to rare earths and other critical minerals. The prospect of even tighter supply has injected momentum into an American push to build alternative production capacity even as industry executives and analysts caution that replacing a vast network of mines and refining plants will not be swift"  
[X Link](https://x.com/Ajay_Bagga/status/1980637864586260708) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:10Z 273K followers, 4965 engagements


"Gold fell by as much as XXX% after hitting a fresh peak of $4381.52 an ounce on Monday as a strengthening US dollar made precious metals more expensive for most buyers. Haven demand for precious metals has cooled somewhat as US President Donald Trump and Chinas Xi Jinping are set to meet next week to iron out their differences on trade. Gold and silver prices have fallen with gold falling XXX% to $4208.73 an ounce and silver trading XXX% lower at $XXXXX an ounce after surging in recent weeks"  
[X Link](https://x.com/Ajay_Bagga/status/1980638293722296503) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:12Z 273K followers, 20.4K engagements


"Haven demand for precious metals has cooled somewhat as US President Donald Trump and Chinas Xi Jinping are set to meet next week to iron out their differences on trade and a seasonal buying spree in India has ended"  
[X Link](https://x.com/Ajay_Bagga/status/1980638457707040790) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:13Z 273K followers, 3874 engagements


"With the ongoing US government shutdown commodity traders have also been left without one of their most valuable tools a weekly report from the Commodity Futures Trading Commission that indicates how hedge funds and other money managers are positioned in US gold and silver futures. Without the data speculators may be more likely to build abnormally large positions one way or another"  
[X Link](https://x.com/Ajay_Bagga/status/1980639101473943660) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T14:15Z 273K followers, 6241 engagements


"The S&P XXX has rallied XX% so far this year notching several record highs. Concerns about a trade war with China and the US government shutdown have impacted sentiment in recent weeks but a solid start to the earnings season and signs that economic growth remains intact helped prevent the bullish narrative from breaking down"  
[X Link](https://x.com/Ajay_Bagga/status/1980650501986509228) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T15:00Z 273K followers, 6778 engagements


"Asset classes are moving unusually relative to one another puzzling even the most seasoned equity market traders. Goldman Sachs Group Inc. macro trader Bobby Molavi points to equities that are climbing every wall of worry with indexes single-stocks and other assets like gold scaling record highs. At the same time volatility remains subdued regardless of the news flow retail buying is unstoppable and artificial intelligence spending keeps booming. Everything is weird Molavi said adding that historical correlations between bonds equities and gold are thrown out the window"  
[X Link](https://x.com/Ajay_Bagga/status/1980650942426194193) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T15:02Z 273K followers, 9298 engagements


"The history of precious metals as protection against catastrophic risks offers lots of insights. The record of the past half century is instructive. Before the last years surgethere have been two great bull markets in gold and silver: 1979-1980 and 2007-2011 each corresponding to major political and economic upheaval. In 1979 record inflation the Iranian hostage crisis and the Soviet invasion of Afghanistan more than tripled the price of gold. Silver jumped sevenfold. After that both metals declined until a series of financial crises began with the collapse of housing in 2007 followed by the"  
[X Link](https://x.com/Ajay_Bagga/status/1980654635649290559) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T15:17Z 273K followers, 10.1K engagements


"I do not know whether the bull market in gold and silver will continue and neither does anyone else. Butif it does continue then history shows that silvers larger volatility will make it outperform gold. ( Expert Speak)"  
[X Link](https://x.com/Ajay_Bagga/status/1980659429222805555) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T15:36Z 273K followers, 7051 engagements


"I worry whengold and silver make headlines. That kind of attention attracts speculative money to the precious metals as opposed to the fundamental accumulation that we have witnessed so far. But if we do face more turbulence in the world then both precious metals have shown theirworth as insurance in investor portfolios. And with the risk of fiscal dominance in the US where the government gets the central bank to lower interest rates to reduce the debt burden undermining the Feds pursuit of price stability gold and silver will begin to really earn their keep. (Expert Speak)"  
[X Link](https://x.com/Ajay_Bagga/status/1980659655098659049) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T15:37Z 273K followers, 22.7K engagements


"The demand for gold by central banks remained at record highs in 2024 accounting for more than XX% of global demand in contrast to around one-tenth on average in the 2010s"  
[X Link](https://x.com/Ajay_Bagga/status/1980660119965974638) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T15:39Z 273K followers, 5587 engagements


"Gold Miners Plummet After Bullion Falls Most Since 2013"  
[X Link](https://x.com/Ajay_Bagga/status/1980678547841900979) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T16:52Z 273K followers, 11K engagements


"Shares of gold miners plummeted after the price of bullion fell the most in more than a decade. Top gold producers Barrick Mining Corp. Newmont Corp. and Agnico Eagle Mines Ltd. all fell by more than X% on Tuesday morning. The VanEck Gold Miners ETF which tracks the biggest producers across the industry dropped to XXX% the worst performance since March 2020"  
[X Link](https://x.com/Ajay_Bagga/status/1980679227377934544) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T16:55Z 273K followers, 18.9K engagements


"General Motors lifts forecast as tariff outlook improves shares surge 14%"  
[X Link](https://x.com/Ajay_Bagga/status/1980684394542371192) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-21T17:15Z 273K followers, 6928 engagements


"GM shares rally XX% as carmaker lifts profit guidance on lower tariff exposure"  
[X Link](https://x.com/Ajay_Bagga/status/1980816017103433906) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T01:58Z 273K followers, 4739 engagements


"Warner Bros. Discovery says it's open to a sale; shares jump 10%"  
[X Link](https://x.com/Ajay_Bagga/status/1980816474328690740) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:00Z 273K followers, 3443 engagements


"Coca-Cola touts an earnings beat as consumers shift toward healthier drinks"  
[X Link](https://x.com/Ajay_Bagga/status/1980819418914648192) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:12Z 273K followers, 4137 engagements


"Warner Bros. Discovery said its considering a possible sale after receiving unsolicited interest from multiple parties. The media and entertainment companys board will evaluate a broad range of options including a planned split by mid-2026 an outright sale or separate deals for its Warner Bros. and Discovery Global units"  
[X Link](https://x.com/Ajay_Bagga/status/1980819764957081610) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:13Z 273K followers, 4860 engagements


"A confluence of factors dragged down the precious metals including positive trade talks between China and the US a stronger dollar overstretched technicals and uncertainty on investor positioning due to the US government shutdown and end of a seasonal buying spree in India"  
[X Link](https://x.com/Ajay_Bagga/status/1980821346373554301) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:19Z 273K followers, 3878 engagements


"A string of losses at regional banks tied to alleged fraud were isolated incidents but should be viewed as a reminder to be vigilant about underwriting standards Goldman Sachs Chief Executive Officer David Solomon said. It is interesting that weve had three events that on the face seem to be three idiosyncratic events Solomon told CNBC. Three idiosyncratic events does not make a trend or a systemic issue by any stretch"  
[X Link](https://x.com/Ajay_Bagga/status/1980822074051686511) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:22Z 273K followers, 4529 engagements


"Warner Bros. Discovery Inc. said its considering a possible sale after receiving unsolicited interest from multiple parties"  
[X Link](https://x.com/Ajay_Bagga/status/1980822999273201682) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:26Z 273K followers, 4045 engagements


"US Bond markets : The yield on 10-year Treasuries declined two basis points to XXXX% The yield on 2-year Treasuries was little changed at XXXX% The yield on 30-year Treasuries declined three basis points to 4.54%"  
[X Link](https://x.com/Ajay_Bagga/status/1980823748338192621) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:29Z 273K followers, 5120 engagements


"The BOJ meets next week where expectations are for the central bank to stand pat on rates. The likelihood of a BOJ rate hike in October has remained low for some time. Whether there will be a subtle positive change in Governor Ueda's comments during the press conference namely in his evaluation of tariff impacts on the U.S. economy and their effects on Japanese companies will likely become an important point in assessing the possibility of a rate hike at the next December meeting"  
[X Link](https://x.com/Ajay_Bagga/status/1980829485105598700) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:52Z 273K followers, 5169 engagements


"Bank of England's Bailey says First Brands Tricolor collapses may herald worse to come"  
[X Link](https://x.com/Ajay_Bagga/status/1980830716566061302) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T02:56Z 273K followers, 7307 engagements


"Bank of England's Bailey says First Brands Tricolor collapses may herald worse to come The recent collapses of U.S. car parts maker First Brands and auto dealership Tricolor may be a warning of much bigger financial problems to come and the Bank of England plans a more detailed probe Governor Andrew Bailey said on Tuesday. Bailey told lawmakers that there were parallels with the early stages of the global financial crisis and that the central bank planned to run a "stress test" with the private equity and credit industry. "Are these cases idiosyncratic or are they what are called 'the canary"  
[X Link](https://x.com/Ajay_Bagga/status/1980837202621010237) [@Ajay_Bagga](/creator/x/Ajay_Bagga) 2025-10-22T03:22Z 273K followers, 7165 engagements