macro

Luke Gromen: China CIPS volumes show impact of Treasury USD weaponization - Traders Union

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DW NOTE

Luke Gromen argues CIPS transaction volumes reveal dollar weaponisation driving de-dollarisation — but the thesis aged poorly. China's January CIPS volumes were 36% of 2023 levels, not an acceleration. The real story is that sanctions work: Russia can't clear dollars, so it clears renminbi, but the volumes are trivial and the liquidity is terrible. Calling that a monetary revolution is like calling a ration queue a new economic model.

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Luke Gromen: China CIPS volumes show impact of Treasury USD weaponization - Traders Union

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Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

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