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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.

🥛 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

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

🥛 A short liquidity crunch is ahead ⏳

But, will the Fed end its QT program?

🥛 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

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

🥛 Another $1 Trillion in US debt incoming 😬

A new form of QE?

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

🥛 A cash avalanche is heading for stocks 💸

Deciphering predictable systematic cash flows.

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

🥛 PRO | We’ve reached a macro turning point ↩️

Are risk assets about to have a moment? 👀

🥛 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.

🥛 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

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

🥛 When will the Fed finally cut rates? 📉

What we learned from the FOMC meeting

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

🥛 How will the Middle East conflict affect markets? 📉

Should we be worried?

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

🥛 Is inflation bad for risk assets? 🧐

Breaking down yesterday’s CPI and what’s ahead

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

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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