And forward adjusted settlement has been over $100b a month/ $1.2 trillion a year over the last 2ms. Crazy numbers (hard for me to understand as a result why there is all sorts of talk of China de-dollarizing, cannot happen unless China floats) https://t.co/jfENdLT1iW
Original source ↗  |  February 17, 2026 at 03:52 UTC  |  Twitter - @brad_setser

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: NCLH DIRECTION: long THESIS: Activist investor Elliott Management building a significant stake (over 10%) in Norwegian Cruise Line suggests they see undervaluation or opportunities for operational improvements, which could drive the stock higher. SPEAKER: @zerohedge TIMEFRAME: medium-term

IDEA 2 TICKER: XAU (Gold) DIRECTION: short THESIS: Gold is declining due to subdued trading volumes during China's holidays, suggesting a temporary downward pressure. SPEAKER: @FirstSquawk TIMEFRAME: short-term

IDEA 3 TICKER: Asian Currencies (e.g., CNY, J

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