Chronos Analysis

Welcome to Chronos Analysis! Chronos Analysis applies quantitative methods to global financial markets, examining historical price behavior, macro relationships, and cross-asset dynamics through time. For more valuable insides! 👇 Youtube: @chronosanalysis" target="_blank" rel="nofollow noopener">youtube.com/@chronosanalys… TikTok: @chronos.analysis" target="_blank" rel="nofollow noopener">tiktok.com/@chronos.analy… Instagram: instagram.com/chronosanalysis LinkedIn: linkedin.com/company/chrono…

@dailychartbook This could be the start of a deflationary crash…

The US dollar broke out to a new 52-week high yesterday

The US faces a dilemma: falling demand for Treasury bonds means rising yields, increasing borrowing costs. But the US government can't afford these high interest payments on its $38 trillion debt. It's a debt trap. #USTreasury #DebtCrisis #Economy

Rising bond yields historically precede recessions, driven by inflation and increased borrowing costs. As inflation rises, spending decreases, often leading to economic downturns. #BondYields #Recession #Economy

US government debt surpasses $38 trillion, a level not seen since WWII. Declining trust in repayment is causing investors to demand higher yields, impacting global Treasury bond sales. #USDebt #Economy #Finance

Bond yields are surging globally – US, Japan, and Germany have all seen significant increases in just three months. This isn't random. History points to specific causes, and they might just trigger another major recession. #DebtCrisis #Economy #Recession

@PeterSchiff Inflation will come any way: Either if rates will be cut now, or to bail everyone out if they haven't been cut.

Warsh said inflation is a choice. It's the choice the Fed made to spare politicians from having to slash government spending and to bail out investors and homeowners by propping up the price of their assets. So if the Fed chooses to end inflation, prepare for the consequences.

@benjamincowen All just words...

Warsh: "We've got some work to do on the price stability front."

@PeterSchiff In fact inflation is what is necessary to pay down the debt...

The best question asked at today's Fed press conference was: given the Fed's commitment to price stability, why didn't the Fed raise interest rates today? Warsh refused to answer that question. That's because when it comes to fighting inflation, the Fed will bark, but not bite.

The Bond Market is Sending Us a Warning AGAIN! This analysis examines the latest macroeconomic developments in the bond market, alongside the geopolitical tensions involving Iran, and the broader consequences for inflation, the stock market and recession risk. youtu.be/ibmur6wErDA #bonds #macroeconomics

@zerohedge Likely a trap so the retail continues to provide exit liquidity...

Trump says "Ships are starting to move, many loaded up with Oil, out of the Strait of Hormuz. They are going along the Southern “Highway,” which is totally safe, secure, and pristine. There are other areas of travel, also"

@TitusChing The Iranians will not surrender. We're likely beyond the point of no return...

—CW25 WEEKLY MACRO CONTEXT— US and Iran have agreed to the MOU (for real this time), indicating an “immediate and permanent” end to military operations on all fronts, including Lebanon. It is to be officially signed this coming Friday in Geneva. The markets love this. The $ES gap up isn't just because of the contract switch! Long Edge; - US military had been successfully escorting 7mb/d of crude through the SoH prior to the MOU. - Crude movement and the peace deal will lead to lower inflation expectations → yields down → dollar down → bullish for EMs...but... Short Edge; - FOMC likely to pause again this Wednesday, but perhaps with a tightening stance pivot. This is due to inflation being a probabilistically bigger issue than employment. - ECB has already hiked and BoJ is expected to also. - Mid-terms are in the focus. If the peace draft circulating Iranian media is real then it may look like a total US surrender.

@zerohedge When credit soon dries out, many business models stop functioning...

Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic zerohedge.com/markets/nvidia…

@zerohedge Asset prices rising -> Collateral rising -> Credit rising -> Asset prices rising -> REPEAT One Default is Enough...

The $1.8 Trillion Off-Balance Sheet Time Bomb At The Heart Of The AI Supercycle zerohedge.com/markets/18-tri…

@MarioNawfal That's why the US actually favors a closed Strait of Hormuz. Maybe other chokepoints follow...

🇺🇸 America is now the #1 oil exporter in the world above Saudi and Russia. The same experts who said this was impossible are suddenly very quiet. Writers: Claudio, Oliver

@PeterSchiff The debt likely will be monetized by the FED printing money again...

The U.S. government ran a budget deficit in May of $293 billion, well above estimates and up 32% from a year earlier. The government also paid a record $133 billion in interest, a 44% YoY jump. Annualized, that's $1.6 trillion in interest, 30% of tax receipts! Disaster awaits!

Low US interest rates historically mean higher gold prices. This happens as a weaker dollar (due to increased money supply) leads to gold's value rising relative to the currency. #Gold #InterestRates #USDollar

Gold prices are sending clear signals. From a 24x increase in the 70s to 7x in the 2000s and tripling since 2022, these aren't random spikes. They warn of major shifts. Discover what gold is truly telling us and how to position yourself. #Gold #GoldMarket #Commodities

@benjamincowen Letting the bubbles burst...

The ECB raised rates by 25 bps

Periods of M2 money supply expansion have historically devalued the dollar and led to rising gold prices, often coinciding with recessions. #Gold #MoneySupply #Inflation

The dollar is being debased. The only path forward is to devalue debt by expanding the money supply and allowing the dollar to weaken. #Gold #Inflation #CentralBanks #Finance