Crazy export numbers out of Taiwan for January. Exports up ~ 70% y/y in dollar terms. A close to $20b monthly trade surplus ($18.9b). Looks a bit like a big oil price run up for an oil exporter ... 1/ https://t.co/2Z9WDLrD67
Original source ↗  |  February 09, 2026 at 20:11 UTC  |  Twitter - @brad_setser

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: $BYDDF, $XIACF, $GELYF, $NIO, $LI, $XPEV, $ZK DIRECTION: long THESIS: Expect more support policies to boost auto sales after a correction in January/February, which should benefit these Chinese auto manufacturers. SPEAKER: @briantycangco TIMEFRAME: medium-term

IDEA [4] TICKER: US Bonds (e.g., TLT, IEF, BND) DIRECTION: short THESIS: Chinese regulators' reported guidance to limit US Treasury exposure adds pressure to bonds, alongside upcoming NFP and CPI data. SPEAKER: @ces

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