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![LordPos3idon Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::955408993857531904.png) LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers
Created: 2025-07-17 07:42:36 UTC

Oil, Nat Gas, European Nat Gas TTF, have all been down ytd. On the margins as well I think Chinese deflation is beginning to sweep through the globe. If it wasn’t for tariffs copper would be down along with all other commodities. Chinese bond yields are lower than Japan, which is insane. All this speaks to the state of the global economy being in deflation. 

Companies are also smarter with their orders from warehouses, they have been keeping inventories at a net demand basis, and they already pulled a lot of forward demand thru. I’m not an economist by any means, more of a macro guy but this is what I think is occurring


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**Related Topics**
[japan](/topic/japan)
[fixed income](/topic/fixed-income)
[copper](/topic/copper)
[tariffs](/topic/tariffs)
[deflation](/topic/deflation)
[nat](/topic/nat)

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