The stronger the appreciation pressure, the more either the state banks or the PBoC need to buy to control the pace of appreciation ... and the dollars bought do need a home, tho it need note be Treasury bills or near-dated notes ... https://t.co/jxiK7ZXqCH
Original source ↗  |  February 10, 2026 at 03:14 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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