central bank balance sheets are an underrated resource for understanding the global liquidity moves

central bank balance sheets are an underrated resource for understanding the global liquidity moves

if you're following my posts - you already know that

rising US bond yields, ruble & gold

falling USD

i've been warning about it for months

90's style data = massive alpha 😂⬇️

Illya Gerasymchuk 2025-06-26 15:52

central banks will continue to buy gold

you'll be able to confirm that in their upcoming balance sheets reports. pay special attention to China & Russia

enjoy the dip, because smart money is!