And with exporters no longer wanting to hold dollars offshore and instead converting into CNY, the foreign asset position of the state banks is exploding -- which implies a higher reported current account surplus in 2026 ... 8/ https://t.co/uQkGUSBBKW
Original source ↗  |  February 16, 2026 at 20:12 UTC  |  Twitter - @brad_setser

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: N/A (South Korean shipbuilding industry) DIRECTION: long THESIS: U.S. fees on Chinese-made ships are causing a surge in ship orders for South Korean companies, indicating a positive outlook for the industry. SPEAKER: @zerohedge TIMEFRAME: medium-term

IDEA 2 TICKER: 0288.HK (WH Group) DIRECTION: long THESIS: Smithfield Foods, a subsidiary of WH Group, is building a new pork plant, suggesting increased demand or expansion plans that could benefit the parent company. SPEAKER: @BarbarianCap TIMEFRAME: medium-term

IDEA 3 T

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