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🥛 Is the business cycle accelerating? ⏩
Jul 17, 2025

🥛 Is the business cycle accelerating? ⏩

This is one of the most important things to watch.

Tomas
Tomas
🥛 Trump vs Powell: What does it mean? 🔍
Jul 15, 2025

🥛 Trump vs Powell: What does it mean? 🔍

This showdown could have big implications for markets

Tomas
Tomas
🥛 A short liquidity crunch is ahead ⏳
Jul 10, 2025

🥛 A short liquidity crunch is ahead ⏳

But, will the Fed end its QT program?

Tomas
Tomas
🥛 Do we need to worry about tariffs? 🤔
Jul 08, 2025

🥛 Do we need to worry about tariffs? 🤔

Tariffs are back in the spotlight this week

Tomas
Tomas
🥛 Another $1 Trillion in US debt incoming 😬
Jul 03, 2025

🥛 Another $1 Trillion in US debt incoming 😬

A new form of QE?

Tomas
Tomas
🥛 A cash avalanche is heading for stocks 💸
Jul 01, 2025

🥛 A cash avalanche is heading for stocks 💸

Deciphering predictable systematic cash flows.

Tomas
Tomas
PRO reportPRO report
🥛 We’ve reached a macro turning point ↩️
Jun 28, 2025

🥛 We’ve reached a macro turning point ↩️

Are risk assets about to have a moment? 👀

Tomas
Tomas
🥛 Is the worst of the Middle East war behind us? 🕵️
Jun 26, 2025

🥛 Is the worst of the Middle East war behind us? 🕵️

PLUS: Taking a look at market reactions to the conflict.

Tomas
Tomas
🥛 The next ‘sneaky liquidity tool’ is coming 🧰
Jun 24, 2025

🥛 The next ‘sneaky liquidity tool’ is coming 🧰

There’s an important Fed meeting this week

Tomas
Tomas
🥛 When will the Fed finally cut rates? 📉
Jun 19, 2025

🥛 When will the Fed finally cut rates? 📉

What we learned from the FOMC meeting

Tomas
Tomas
🥛 How will the Middle East conflict affect markets? 📉
Jun 17, 2025

🥛 How will the Middle East conflict affect markets? 📉

Should we be worried?

Tomas
Tomas
🥛 Is inflation bad for risk assets? 🧐
Jun 12, 2025

🥛 Is inflation bad for risk assets? 🧐

Breaking down yesterday’s CPI and what’s ahead

Tomas
Tomas
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Milk Road Macro

Helping everyday people get smarter about macro investing. Learn how global markets impact our favorite risk assets like Bitcoin, tech stocks, and more!

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