You mentioned how 'the west is trying to drain liquidity and reduce inflation'. For the US's role in this, would you help me understand how the US massive tariff-raising (inflationary), pressure to reduce interest rates (inflationary) & efforts to debase the USD (including through gold purchases + pushes into CBDC/USDT/BTC) plays out as ' liquidity draining and inflation cooling'. I really want to understand this because it is quite complex.
This piece really made me think. You pinpointed the real background procces holding everything together, while we're all just watching the UI. So insightful!
Magnificent write-up! Thank you🙏
Thanks bud! Appreciate it!
You mentioned how 'the west is trying to drain liquidity and reduce inflation'. For the US's role in this, would you help me understand how the US massive tariff-raising (inflationary), pressure to reduce interest rates (inflationary) & efforts to debase the USD (including through gold purchases + pushes into CBDC/USDT/BTC) plays out as ' liquidity draining and inflation cooling'. I really want to understand this because it is quite complex.
Complicated!!! Sounds like the US is the heart, pumping the mighty dollar, and China is presently the lungs, feeding the oxygen.
This piece really made me think. You pinpointed the real background procces holding everything together, while we're all just watching the UI. So insightful!
From what I understand, the leverage that's being used in the private credit market is insane.
Informative
I’ve always been interested in how different the approaches to monetary policy are in China and Japan compared to the rest of the world.