Julia Wendling - The Wall Street Examiner

The Start of De-Dollarization: China’s Gradual Move Away from the USD

Julia Wendling Other Guys May 22, 2024

The de-dollarization of China’s trade settlements has begun. What patterns do we see in USD and RMB use within China and globally?

Cycle Model Provides Top Signal Requirements in Face of Persistent Meltup

The market is still riding a powerful meltup, and short and intermediate-term cycle projections are pointing even higher than they were last week. The Moody’s downgrade has triggered a pullback this morning, but the selloff must follow through to break trend. Otherwise, the index remains on course for potential exhaustion targets above xxxx—even as the Cycle Wave Composite and long-term structures warn that this remains a topping process.

Synthetic Liquidity, Structural Risk 5/17/25

The current Macro Liquidity Report lays out the mechanics behind the current rally and the conditions that will reverse it. T-bill paydowns have injected over…

Synthetic QE vs. Liquidity Cliff: The Clock Is Ticking

This report outlines the dangerous game now unfolding: artificial liquidity abundance from Treasury debt limit management policy, masking the structural change just ahead.

Meltup Persists, but Cycle Signals Point to Topping Process Ahead

The S&P 500 continued its sharp rally, bolstered by April’s massive Treasury paydowns. The surge has driven prices into upper channel resistances across short, intermediate, and long-term cycle frameworks. The rally remains intact, but multiple cycle indicators suggest the risk of reversal is rising. Here’s what to look for.

Liquidity Trader Swing Trade Selections and Performance – Taking, Not Swinging

As we get into the heart of baseball season, I’ve been in a slump, finding it difficult to catch up with the fastballs that the market has been tossing. This week, I saw only one pitch that I liked enough to take a swing. It was a buy in an out of favor sector, energy. I chose not to swing at buy signals that have already been on a run. Having been late on the first strike last month, now is not the time to become impatient and chase.

Author: Julia Wendling

The Start of De-Dollarization: China’s Gradual Move Away from the USD