T
Trinh
Not enough conversation in this window to summarise.
On the record
last 90 days · 21 positionsTheir calls
None settled yet · 1 open
Still open
- ○ Open Fed funds target range, upper bound higher · Federal Reserve System “Trinh argues the Fed does not hike just once or twice in a cycle but 100bps or more, so the market's single December hike is underpriced.” — their words, paraphrased · said Aug 12 · no deadline given, judged Feb 11, 2027 the post ↗ Now 4.00% (Oct 15).
Read from their words, checked against market data, approved by a person. Misses show like hits.
Federal Reserve System +0.7 · 3China -1.5 · 2India +2.0 · 1Reserve Bank of India +2.0 · 1Reserve Bank of Australia +2.0 · 1yuan +1.0 · 1five year +1.0 · 1gold +1.0 · 1
Latest positions
- TRTrinhOn hold on Bank of Korea Expects the Bank of Korea to hold rates for the rest of the year. “the Bank of Korea is likely to hold for the rest of the year” Open the post The Kospi falls today below 30 July level on ang… · 14 Oct
- TRTrinhFalling on wealth effect Expects the wealth effect to turn negative. “wealth effect turns negative” Open the post The Kospi falls today below 30 July level on ang… · 14 Oct
- TRTrinhOn hold on Australia Expects Australia's central bank to hold, as variable-rate transmission hits the labor market and then the economy. “Australia is also another candidate to hold as its variable rate transmits rate hikes into the labor market” Open the post The Kospi falls today below 30 July level on ang… · 14 Oct
- TRTrinhVery high risk on Korea Sees Korea as the most exposed globally to AI-related angst. “Korea is most exposed globally” Open the post The Kospi falls today below 30 July level on ang… · 14 Oct
- TRTrinhStrongly hawkish on India Expects interest rates in India to go higher from here. “You know how I feel about rates in India and where they will go (hint higher).” Open the post Hello from New Delhi! Listening to Governor Mal… · 3 Oct
- TRTrinhStrongly hawkish on Reserve Bank of Australia Trinh expects the RBA to hike rates, with the transmission of those hikes turning rapid after a gradual start. “The RBA will hike (yes, it will).” Open the post Famous last words. The RBA will hike (yes, it wi… · 17 Sept
- TRTrinhRising on inflation Trinh says inflation is elevated, implying it is running high rather than cooling. “Inflation is elevated.” Open the post Famous last words. The RBA will hike (yes, it wi… · 17 Sept
- TRTrinhStrongly hawkish on Reserve Bank of India Trinh expects the RBI to hike rates, sticking to that call, because the central bank prioritizes FX stability. “Rate hikes are coming. I am sticking to my call.” Open the post Rate hikes are coming. I am sticking to my call.… · 16 Sept
- TRTrinhBullish on INR Trinh expects RBI hikes to stabilize the rupee. “fundamentally that is what they will need to do to stabilize INR” Open the post Rate hikes are coming. I am sticking to my call.… · 16 Sept
- TRTrinhSharply worsening on China Trinh says Chinese data shows continued weakness, with exports the only bright spot. “China is an example where data shows continued weakness with exports the only bright star” Open the post Good morning Asia, Rates are rising and the que… · 14 Sept
- TRTrinhBullish on five year The five-year is probably a good sweet spot to issue versus the thirty-year. “The five year is probably a good sweet spot now vs the thirty year to issue.” Open the post Good morning Asia, US 30-year treasury rallied … · 25 Aug
- TRTrinhBullish on US 30-year treasury Trinh notes the 30-year rallied overnight as markets take Bessent's debt-management shift seriously. “US 30-year treasury rallied overnight as people are taking seriously Bessent put.” Open the post Good morning Asia, US 30-year treasury rallied … · 25 Aug
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Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
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