Mạnh Quang

2.2K posts

Mạnh Quang

Mạnh Quang

@ManhQuang123

Katılım Mayıs 2014
95 Takip Edilen74 Takipçiler
Gintas Karalius
Gintas Karalius@GintasKaralius·
@haugejostein Oh come on. When non-Western leaders visit EU, they lecture Europeans about NATO, Western hypocrisy, and US hegemony while downplaying Russian imperialism and European security fears. Lula, Erdogan, Ramaphosa — all do it. But only Europeans are accused of “not reading the room.”
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Jostein Hauge
Jostein Hauge@haugejostein·
Not only does Kaja Kallas whitewash US imperialism in Latin America, but she does so in a speech delivered in Mexico — one of the region’s fiercest critics of US imperialism. The lack of self-awareness is astonishing. It is embarrassing that this is Europe’s top diplomat.
Voice of Mexico@VOMexico

🇲🇽🇪🇺In Mexico City, Kaja Kallas blamed indirectly Havana for Cuba's crisis while ignoring decade of US intervention, and overlooked violations of Venezuela’s sovereignty. Mexico and the EU may share values, but not the same views.

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
China's chip exports are surging: China's chip exports jumped +100% YoY in April, to a record ~$31 billion. This figure has TRIPLED over the last 2 years. At the same time, overseas sales of laptops, tablets, and their components jumped +47% YoY. Goldman Sachs and Nomura estimate that semiconductors, computers, and other AI-related products accounted for ~50% of China's export growth last month. In total, Chinese exports rose +14% YoY in April, to $359 billion, the highest monthly reading on record. Put differently, Chinese companies were generating ~$500 million in export revenue every hour on average last month. China's economy is evolving with AI.
The Kobeissi Letter tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
US oil inventories are collapsing: Total US crude inventories, including the Strategic Petroleum Reserve (SPR), fell by -17.8 million barrels last week, the largest weekly drawdown in history. Commercial crude inventories fell -7.9 million barrels, the biggest decline since mid-February. Furthermore, the SPR alone shed -9.9 million barrels, the largest weekly drain on record. This marks the 8th consecutive weekly decline, the longest streak in 3 years. Since the Iran War began, 42 million barrels, or 10% of the entire US SPR, have been drained, mostly via exports to Asia. The SPR now stands at 374 million barrels, the lowest since July 2024, leaving the US with a significantly reduced buffer against future supply shocks. The US emergency oil cushion is disappearing faster than at any point in history.
The Kobeissi Letter tweet media
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Илья
Илья@ilujandro·
@gangstaproger @agafoncevoleg @basilaev_oloxoy И чем же ППС более объективный? Тебе компьютер и смартфон со скидкой продают, потому что рубль недооценён по отношению к доллару? Бедным странам самолёты или нефть дешевле достаются, чем развитым и богатым?
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Басылаев 🇷🇺 🤝
Басылаев 🇷🇺 🤝@basilaev_oloxoy·
Россия занимает 4 место в мире по ВВП после Китая, США и Индии
Басылаев 🇷🇺 🤝 tweet media
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Brian McDonald
Brian McDonald@BrianMcDonaldIE·
If that happens, the Russian state has a major problem. A stronger ruble makes nominal GDP look bigger in dollar terms, but it also means exports brings in fewer rubles. Great for bullsh*t league tables, and Russians travelling abroad. Really bad for the budget.
Annatar@Annatar_I

If RUB keeps rising, Russia will overtake both France & India in nominal GDP next year. If Ruble rises 4% against euro & exceeds 80 on average in ‘27, Russia will overtake France. Ruble needs to rise 20% against INR to overtake India, less likely but INR has been falling hard.

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Brian McDonald
Brian McDonald@BrianMcDonaldIE·
This is bad for Putin, not good for him. If Trump genuinely wanted to help the Kremlin economically, this isn't how he would do it. A very strong ruble squeezes Russia’s budget because the state earns much of its export revenue in foreign currency while spending in rubles. The weaker the ruble, the easier it is for the Kremlin to finance itself.
Sam Greene@samagreene

The ruble in April outperformed all major currencies vs the dollar. Couldn’t possibly have anything to do with increased oil prices and repeated sanctions relief from the Trump administration. Putin doesn’t hold all the cards — just the ones Trump keeps dealing him.

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Mạnh Quang
Mạnh Quang@ManhQuang123·
@Burak_Keskin85 @DD_Geopolitics For the record, the summary on that page seems to be generated by AI. In the same summary it also said "... sees inflation expectations easing from their assessment in the previous meeting, adding room for looser financial conditions"
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Burak Keskin
Burak Keskin@Burak_Keskin85·
Thanks for the link bro, you literally exposed the russian economy with your own hands. The text clearly states that pro inflationary risks are too high and there might not be room for more cuts. On top of that, it admits they had to hike taxes to finance the war. Who cares about a 14.5% rate when the government is draining the budget, oil refineries are burning daily, and the Black Sea fleet is hiding underwater? You totally played yourself trying to make a point.
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DD Geopolitics
DD Geopolitics@DD_Geopolitics·
🇷🇺 Russia's ruble is the world's best-performing currency this quarter, up 12% against the dollar since April and now trading at ₽70 — its strongest level since February 2023, according to Bloomberg data.
DD Geopolitics tweet media
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Mạnh Quang
Mạnh Quang@ManhQuang123·
@Burak_Keskin85 @DD_Geopolitics You keep moving the goal post hey 🤡🤡 You literally said that they hike up to 16% and keep at fix at 16%, which is clearly wrong. "oil refineries are burning daily, and the Black Sea fleet is hiding underwater" => wtf is this, nothing todo with the initial point of discussion.
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Mạnh Quang
Mạnh Quang@ManhQuang123·
@Burak_Keskin85 @DD_Geopolitics Yeah they want both a weaker ruble and a lower rate. So if the central bank follow it they would lower the rate quicker. However, the lower rate may introduce an inflation issue, please educate yourself first 🤡🤡
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Burak Keskin
Burak Keskin@Burak_Keskin85·
Are you living in an alternate reality? 😂 Russian central bank didn't lower any rates, they hiked it up to 16% to stop hyperinflation and kept it locked there because they are terrified of a total collapse. If they lower the rates, the ruble turns into toilet paper instantly. First you say government wants a weaker ruble, now you say they want to support the economy with lower rates? Your own arguments are contradicting each other.
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Mạnh Quang
Mạnh Quang@ManhQuang123·
@Burak_Keskin85 @DD_Geopolitics The central bank is slowly lowering the rate, please check your fact. The issue is interest is still high so they cant lower it quick enough. The government want much lower rate to support the economy + weaken the ruble. Check your fact again please
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Burak Keskin
Burak Keskin@Burak_Keskin85·
@ManhQuang123 @DD_Geopolitics A country that sells oil in dollars and imports tech in yuan losing currency value is not a competitive advantage, it’s economic suicide. Go check why their central bank is desperately hiking rates to keep the ruble from crashing.
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Burak Keskin
Burak Keskin@Burak_Keskin85·
Don't be fooled by the russian central bank's artificial manipulation and strict capital controls. What's the point of a currency looking strong on paper when it's not freely traded and citizens can't even exchange it? Just today, your own MP admitted in parliament that 40% of the budget is wasted on war and the economy is near collapse. Fake numbers on a chart cannot hide the real inflation on the streets.
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zerohedge
zerohedge@zerohedge·
*IRAN HAS ROUGHLY 10% OF DRONE, MISSILE CAPABILITY LEFT: COOPER *US CENTRAL COMMAND CHIEF ADMIRAL BRAD COOPER TALKS TO LAWMAKERS
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Baltazar
Baltazar@Baltaza54263030·
I don’t believe rail transport can realistically replace maritime oil and gas routes. It may be viable for some categories of goods, but not for energy exports on that scale. The most practical solution would probably be an arrangement in which Iran allows transit without fees or tolls. Under such conditions, the U.S. would have far less reason to intervene.
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Clash Report
Clash Report@clashreport·
Iraq and Pakistan have reached separate agreements with Iran to secure oil and LNG shipments through the Strait of Hormuz. Iraq reportedly secured safe passage for two oil tankers, while Pakistan arranged LNG deliveries from Qatar via Iran-approved routes. Iran is said to be shifting from blocking Hormuz to controlling access, with other countries now exploring similar deals. Source: Reuters
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