France, the UK, Belgium and Luxembourg don't themselves run current account surpluses -- so they aren't directly financing the US. And the US external deficit is still mostly bond financed (tho less so in 2025 ... ) 6/6 https://t.co/JGQrtTSGCu
Original source ↗  |  February 16, 2026 at 16:26 UTC  |  Twitter - @brad_setser

Here are the actionable trade ideas extracted from the provided tweets:

IDEA [9] TICKER: ARGT (Argentina ETF) DIRECTION: short THESIS: Argentine unions are holding a general strike over a labor reform bill, which could disrupt economic activity and create political instability, negatively impacting Argentine assets. SPEAKER: @ReutersBiz TIMEFRAME: short-term / medium-term

IDEA [12] TICKER: EWJ (Japan ETF), EEM (Emerging Markets ETF), specific Asian tech/AI infrastructure stocks DIRECTION: long THESIS: Emerging and developed Asian markets saw record net-buying by hedge funds last week, driven by optimism for AI infrastructure firms, suggesting continued upside potential for the region. SPEAKER: @

Views 3,438
Retweets 2
Likes 14
Bookmarks 1