We have not seen an influx of new money.Total crypto market cap is still hovering around ~$4T.’Rotation ≠ new capital.The next leg needs fresh flows, and not just into BTC.@JustDeauIt from @the_defi_report https://t.co/os7VmUfMY6 ...

RT Jack (@Jack55750)Capital Flows explains why he’s bullish Hyperliquid DATs“Hyperliquid is still not a US-based project. Institutions and hedge funds they have problems if they want to get a billion dollars of exposure to HYPE, that’s where the Hyperliquid DATs come into play” https://t.co/l6ekt2dSqV ...

Group 1 - Pearl Gray is a proprietary investment fund and independent market research firm focusing on Fixed-Income and Capital Flows [1] - The firm also provides analysis on equity REITs, Investment Fund Appraisal, and Bank Risk Analysis for its Seeking Alpha readers [1] - The content published by the firm is independent analysis and does not constitute financial advice [1][3] Group 2 - The firm encourages readers to consult a registered financial advisor before making investment decisions [3] - There is no indication of any stock, option, or similar derivative positions held by the analysts in the companies mentioned [2] - The article expresses the author's own opinions and is not influenced by compensation from any company [2]

Investors rejoice India’s markets regulator easing IPO and foreign investor rules to boost capital flows. Read for free with your email on what could move markets today https://t.co/phodbr09PA ...

The pound is more at the mercy of large capital flows than the yen or the euro and trades more like some of its far less liquid counterparts, according to Morgan Stanley https://t.co/7tcR4t3voL ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **China FX and rates markets**, analyzing capital flows, policy stance, and economic indicators affecting the Chinese economy and currency dynamics [1][2]. Core Insights 1. **Resilient Exports and Easing Growth Concerns** - July exports exceeded expectations despite high US tariffs, with high-frequency data indicating continued trade momentum into August. Easing growth concerns are attributed to a bullish outlook for H2 exports, supported by new policy financing tools expected to stabilize growth [2][3]. 2. **CNY Appreciation and Policy Management** - The CNY appreciated sharply against the USD, with the USD/CNY spot falling 0.9% to below 7.13. This movement is believed to be driven by policy interventions aimed at managing future appreciation pressures, especially in light of anticipated Fed rate cuts [3][8]. 3. **Bond-to-Stock Rotation Dynamics** - A rotation from bonds to equities has been observed, contributing to a rally in the stock market while bonds have sold off. This liquidity-driven rally raises questions about its sustainability, with investors closely monitoring liquidity dynamics and policy execution [2][8]. 4. **Government Bond Yield Trends** - China's government bond yield curve has steepened, with long-dated CGB yields rising by 15-20 basis points in August. Despite this, yields are expected to stabilize as regulators may intervene to prevent abrupt increases [8][64]. 5. **Trade Balance and Economic Fundamentals** - China's trade balance improved in July, driven by a higher goods trade surplus. Travel exports reached approximately 155% of 2019 levels, while imports were around 99% of 2019 levels, indicating a recovery in the services sector [36][38]. 6. **Liquidity Management by PBOC** - The People's Bank of China (PBOC) injected more liquidity into the interbank market in August, with repo rates remaining below the OMO target. This suggests a cautious approach to monetary easing amid ample liquidity [67][71]. 7. **Central Government Bond Issuance** - As of August 2025, the central government has utilized 70% of its annual CGB issuance quota, with net issuance significantly higher due to additional bonds issued for economic support [79][82]. Additional Important Insights - **Market Focus on Capital Flows** - Investors are increasingly concerned about capital flows, particularly the implications of bond-to-equity rotations and the potential for sustained liquidity-driven market movements [2][8]. - **Expectations for Future Policy Actions** - While major stimulus is unlikely unless economic weakness threatens the 5% GDP growth target, the market anticipates a reactive approach to policy easing in response to economic indicators [2][3]. - **CNY's Performance Relative to Peers** - Despite supportive fundamentals for a stronger CNY, wide US-China rate differentials continue to hinder its performance compared to other currencies, with expectations for the USD/CNY spot to reach 7.0 by year-end [3][8]. This summary encapsulates the critical points discussed in the conference call, providing insights into the current state and future outlook of the China FX and rates markets.

connectivity is the most important concept to understand the future of markets and cryptofirst, consider some examplesbefore airplanes: you get sick from a local shop, you go home, you infect your family, you all get a bit ill, and then you get betterafter airplanes: you get sick from a local shop, you travel to a conference for work, you infect a few people, they fly back home and infect their friends, their friends then do the same, and suddenly, you have a worldwide pandemicairplanes increase physical co ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focused on the Chinese economy, particularly the outlook for exports and domestic demand in 2025, as discussed by local clients in Beijing and Shanghai, including mutual funds, private equity firms, and asset managers from banks and insurers [1][2]. Core Insights 1. **Export Outlook for H2 2025** - Onshore clients have become more optimistic about H2 2025 exports, citing resilient shipping data and stronger-than-expected global growth outside of China. However, there is caution regarding long-term prospects due to US tariffs impacting demand [2][3]. 2. **Growth Target and Policy Easing** - Clients believe that resilient exports will support the 5% growth target for 2025. However, they anticipate limited incremental easing from policymakers, reflecting a conservative and reactive approach to economic management [3][8]. 3. **Concerns Over Domestic Demand** - Weak July activity data and sluggish loan demand have raised concerns about domestic demand. Adverse weather conditions could negatively impact Q3 investment, and consumption may slow due to renewed weakness in the property sector [3][8]. 4. **Expectations for Fiscal Policies** - Clients expect faster execution of existing fiscal policies, including reported RMB 500 billion in policy financing instruments and targeted support for key areas. Any significant weakness in economic indicators could prompt broader easing measures [3][8]. 5. **PPI and Inflation Outlook** - Clients are cautious about inflation, expecting gradual sector-specific capacity cuts to limit macroeconomic impacts. They anticipate PPI deflation to narrow in the coming months, influenced by base effects, but the demand outlook remains critical for PPI reflation [9]. 6. **Capital Flows and Market Implications** - With a recent equity rally, clients are focusing on capital flows, noting that maturing time deposits could shift into equities. They expect CGB yields to rise further but stabilize at levels around 2.2-2.3% for 30-year CGBs, with liquidity support from regulators to prevent abrupt market movements [10]. 7. **CNY and FX Expectations** - Clients see potential for CNY appreciation but expect USDCNY to remain range-bound without new catalysts, such as USD weakness following Fed rate cuts [10]. Additional Important Insights - The ongoing US-China trade tensions, particularly regarding semiconductors, are being closely monitored by clients, as they could impact the export outlook and overall economic sentiment [2][3]. - The anticipation of a relatively high growth target for the 15th Five-Year Plan (2026-2030) suggests a long-term commitment to economic growth, potentially setting targets between 4.5% and 5% [8]. This summary encapsulates the key points discussed during the conference call, providing insights into the current economic landscape and expectations for the future.

A wild divergence in Taiwan’s cross-border capital flows in the second quarter is raising the prospect of higher volatility in the local dollar https://t.co/iVikfS10Q8 ...

RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations ShowEpisode 11 now live — hosted by @BitcoinPierrePierre Rochard and @DeSpencer_ unpack @Strategy’s Q2 earnings, covering mark-to-market EPS, preferreds, ATM/MAV guidance, and #Bitcoin treasury strategy.00:00 – Intro & Episode Context01:09 – Strategy Earnings Call & Bitcoin Accounting Changes05:59 – Investor Relations for Bitcoin Treasury Companies10:54 – Capital Flows & Treasury Market Dynamics11:22 – Yield Curve & Credit Instrume ...