Chris Consultant
@ChrisConsultan
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🇩🇪 🇪🇸 🌍 Macro | Markets | Tech 💬 Insights on Economy & Innovation 🏦 15+ yrs Consulting & Finance 👉 Investing & New Tech 🎥👇 YouTube + Substack in Link
Hamburg, Deutschland
Joined September 2011
“There is no future here.” Today’s Global Macro Conversation is live. A CEO built a business in Germany. Paid taxes. Hired people. And decided to liquidate and leave. Not politics. Not ideology. Just lived experience. 🎙️ Watch: 👇 #Germany #Europe #Entrepreneurship
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When markets feel safest, they’re usually most fragile. Gold doesn’t surge because people are scared. It surges when confidence in policy peaks. Every major gold breakout in history preceded a moment when: • Growth looked fine • Inflation looked contained • Risk felt
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Treasury market stress + renewed balance-sheet expansion is the real story. Bitcoin doesn’t react first. It reacts last — and hardest. Full framework here 👇 Data Source: https://t.co/RvjQUqV0jM
#Liquidity #CentralBanks #Bitcoin
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Asia at a macro crossroads. For the first time in years, Japanese 10Y JGB yields now outyield Chinese 10Y bonds. This isn’t just a rate move — it’s a structural shift: • Japan exiting “lower forever” • China sliding into disinflation • FX & carry dynamics re-pricing globally
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To whom it may concern: For one's private perusal. Enjoy.
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@CryptoNobler Just released a video on this. Have fun: https://t.co/m05Fj0vzfn
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Japan is often used as proof that “high debt doesn’t matter.” It does. Just not the way people expect. Japan didn’t collapse. It emptied out. Extreme debt didn’t just distort markets — it reshaped society: • Stability over freedom • Predictability over risk • Salarymen over
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2025 was global easing. 2026 is central bank divergence. Rate cuts are no longer the driver — liquidity paths are. Fed still easing at the margin ECB & Canada pausing Australia restarting hikes EMs splitting by growth & currency strength Uniform liquidity is over. Mispricing
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I keep asking myself this — am I overthinking, or are the signals genuinely unprecedented? Inflation pressures, fiscal dominance, debt compounding, suppressed recessions, valuations stretched, liquidity backstopping everything, geopolitical escalation, mental health
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Low volatility doesn’t mean low risk. It often means risk is being suppressed by liquidity — not resolved. Historically, stress reappears after repricing phases, not before them. Source: MacroMicro #Volatility #RiskManagement #Macro
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Inflation fears? Debt concerns? Valuations? Trump: printer go brrr -> Enforced Mortgage Buy Stocks: 🚀 Economy: 🤡😥 #MoneyPrinter #Stocks #Finance
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Valuations don’t cause crashes. They remove margin for error. When markets are priced for perfection, even small policy or liquidity shifts matter disproportionately. This is why regime awareness beats forecasts. Source: MacroMicro #Valuations #Risk #Macro
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Markets look stable. The data says otherwise. 🎥 New video: 👉 https://t.co/4M50QAKhF1
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Consumer confidence is near cycle lows. Equity valuations are near cycle highs. That gap is the defining macro feature of 2026 so far. When confidence breaks but markets hold, policy — not demand — is doing the heavy lifting. Source: MacroMicro #Economy #Consumer #MacroSignals
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I break this full regime down — with charts, context, and cross-asset implications — in my January 2026 Macro & Markets Report. 🔗 Full analysis on Substack #Macro #Liquidity #Markets
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Risk indicators remain calm — not because risks disappeared, but because liquidity suppresses volatility. Historically, this calm often precedes regime transitions.
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Global liquidity indicators are turning up again. Markets typically price this shift before it appears clearly in economic data. This is why macro leads micro.
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