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@MilkRoadMacro Avatar @MilkRoadMacro Milk Road Macro

Milk Road Macro posts on X about fed, milk, liquidity, balance sheet the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance #4887 stocks XXX% exchanges #1562 technology brands XXXX% cryptocurrencies XXXX% countries XXXX%

Social topic influence fed #146, milk #369, liquidity #114, balance sheet #687, $20bn #1, inflation #282, bloomberg #68, $dxy #4, $800bn #2, nasdaq #180

Top accounts mentioned or mentioned by @wise_token @stockstormx @aschectman @jvisserlabs @watcherguru @ttmygh @andreassteno @aaron_552 @junosats @nobscrypto @gsc1397 @crypto_bard1337 @cactusjackmemo @__vitruvianman @invested_medici @miamigables @waynenj7 @madinacrypto @avntmoonboi @veselin68732646

Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"We run a twice-weekly macro newsletter. It breaks down complicated macro topics like Quantitative Tightening (QT) & Treasury Yields. And how it all impacts assets like equities crypto and gold. If you want macro made simple subscribe here:"
X Link 2025-12-05T18:00Z 6691 followers, 2744 engagements

""AI Bubble" fears are rising again. (image 1) Some people are starting to worry about the levels of debt being accrued within the AI sphere. They have been pointing to CDS (Credit Default Swaps) on big-name tech companies (Oracle Coreweave Softbank Amazon Microsoft Google) moving higher. (image 2) But here's what they're not telling you: The risk on the credit default swaps are still mostly incredible low. This means they have a very low chance of default. Dont lose sleep over the AI bubble just yet"
X Link 2025-12-09T17:30Z 6691 followers, 5958 engagements

"Here are the X main candidates: 1/ Kevin Hasset Head of Trump's National Economic Council is currently the favourite. He's a HUGE Trump ally. 2/ Christopher Waller Currently a Fed Governor Waller has worked at the Fed for than a decade. He's been pushing hard to cut rates. 3/ Kevin Warsh In the race for the job in 2017 Warsh lost out to Jerome Powell. He seems set to miss out again as he's been quite hawkish (not what Trump is looking for). 4/ Rick Rieder Never worked at the Fed. Senior MD at BlackRock. Dark horse"
X Link 2025-11-06T14:30Z 6566 followers, 5157 engagements

"BIGGEST CATALYST FOR THE WEEK: At midnight tonight Quantitative Tightening (QT) officially ends. QT = the Fed selling bonds = pulling cash out of the system. Here's why this is important: Since 2022 the Fed has drained $X trillion in liquidity as its balance sheet dropped from $9T $6.6T. This was the most aggressive QT we've seen. But this ends tonight. QE wont ramp up immediately but the simple fact that QT is done is a step in the right direction"
X Link 2025-12-01T15:43Z 6554 followers, 23.9K engagements

"Heres the part most people miss. When QT ends the Fed stops draining liquidity. That doesnt mean stimulus yet but it does mean markets are no longer fighting a liquidity headwind. Historically when the Fed shifts from tightening to neutral two things tend to happen: Downside pressure fades meaning risk assets stop getting quietly suffocated by liquidity runoff. Then the next big move depends entirely on whether the Fed starts adding liquidity next. If they do even small reserve injections markets respond fast. The data suggests this isnt a 2020 style shift. Its more like a slow drip that"
X Link 2025-12-02T17:30Z 6586 followers, 5967 engagements

"The biggest macro story of the week: Bloomberg reported that Kevin Hassett is now the frontrunner for the Fed Chair role. Heres how markets reacted: - Risk assets moved higher (image 1) - The dollar ( $DXY ) dropped (image 2) But the most important reaction came from the Treasury market. If markets saw this as bad news yields wouldve spiked which would have triggered a broad market freak-out. But that didnt happen at all (image 3)"
X Link 2025-11-30T14:30Z 6691 followers, 18.5K engagements

"ISM stays below XX. Heres why thats bearish for risk assets: The ISM has been one of the most reliable indicators of the business cycle. When it rises above XX the economy enters expansion which is great for risk assets. But the problem is that the ISM has been sluggish recently. It has been stuck under XX for over X months now. Yesterdays print came in at XXXX missing expectations of XX. The slowdown continues and were still waiting for signs of a real turnaround. The grind to get ISM back above XX rolls on"
X Link 2025-12-02T14:30Z 6692 followers, 23K engagements

"The Fed will be forced to start QE very soon. According to most analysts it will as early as Q1 2026. But here's why this QE will be very different: X. The pace of QE will be very slow The balance sheet is expected to increase by about $20bn per month. Which is tiny compared to the $800bn per month in 2020. X. The type of QE will be different The Fed will be buying treasury bills not treasury coupons. - Buying treasury coupons = real QE - Buying treasury bills = slow QE So here's the main takeaway: The overall direct effect on risk asset markets from this QE will be minimal"
X Link 2025-12-03T19:30Z 6686 followers, 61.9K engagements

"There's big worries about Hassett becoming Fed Chair: Here's why: Many see Hassett as a "Trump puppet" and will do anything to lower rates. The main issue is that lower rates brings about higher inflation. This issue is what's causing the bond market to "freak-out". Over the last few weeks we've seen a sharp spike in 10-yr treasury yields. If this figure rises above XXX% it usually brings about weakness across risk assets. 10-yr treasury yields currently sit at XXX% well below the danger zone. But yields could climb fast if Hassetts odds keep rising. Higher 10-yr yield = more fear in the"
X Link 2025-12-05T13:03Z 6691 followers, 42.3K engagements

"Quantitative Easing (QE) will return in 2026 But it wont be the turbo QE weve seen in past crises. We only get real heavy QE if something breaks like: - Treasury market meltdown - Major war - Deep recession - Systemic banking crisis Right now the odds of seeing full-blown QE are actually falling"
X Link 2025-12-06T17:30Z 6691 followers, 32.9K engagements

"Rate cuts only work at full strength if the bond market agrees. Heres what that means: If the Fed cuts rates and both short-term and long-term yields move lower The rate cuts flow cleanly through the economy. But that isnt guaranteed. The Fed controls short-term yields but long-term yields are set by the market. So if investors think the Fed is cutting too aggressively or risking higher inflation Long-term yields will spike. So anytime you see long-term yields rising it likely means bond investors believe the cuts could reignite inflation"
X Link 2025-12-07T14:00Z 6640 followers, 10.9K engagements

"QT ending = no more liquidity drain from markets But here's the reality check: This doesn't mean that QE will start right away. QE is expected to resume sometime in Q1 2026. But this time QE will be very different. 👇 X. The pace of QE will be very slow The balance sheet is expected to increase by about $20bn per month. Which is tiny compared to the $800bn per month in 2020. X. The type of QE will be different The Fed will be buying treasury bills not treasury coupons. - Buying treasury coupons = real QE - Buying treasury bills = slow QE So here's the main takeaway: The overall direct effect"
X Link 2025-12-08T12:57Z 6692 followers, 77.9K engagements

"Its been a strange correction across October and November: - S&P 500: -X% (image 1) - Nasdaq: -X% This lines up with the clear rotation out of speculative names (image 2). The BUZZ ETF (which tracks highly speculative stocks) dropped XX% across the same period. For context: thats a deeper drop than the tariff-crisis selloff in April 2025. But heres the interesting part: Since 2024 the BUZZ/SPX ratio has traded almost in lockstep with Bitcoin (image 3). But in image X you can see that BTC sold off more than it should have. So when risk appetite returns $BTC is set up for an outsized move higher"
X Link 2025-12-08T18:00Z 6691 followers, 30.9K engagements

"@jvisserlabs Bitcoin will blow up when risk appetite returns"
X Link 2025-12-09T14:29Z 6689 followers, 19.9K engagements

"@WatcherGuru Hassett becomes Fed Chair pushes for rate cuts inflation heats up again 10-year yields spike toward XXX% risk assets take a hit"
X Link 2025-12-09T14:42Z 6637 followers, XXX engagements

"The Global Monetary Order Is Breaking Down w/ @ttmygh Grant believes we could see a blow-off top before the next major correction. Not because things are strong But because theyre unstable. Tune in to know more TIME POINTS 00:00 Intro 01:28 Fed Outlook: FOMC & Rate Cuts 04:10 QE Is Coming Back 06:28 How Russia Sanctions Broke Trust 09:56 Reserve 10:22 Can Trust in the Dollar Be Restored 13:34 Why Gold Becomes Money Again 17:22 Gold AI & the Future Economy 21:08 How to Think About Golds Price 24:38 Biggest Market Surprises of 2025 27:34 2026 Market Outlook: Risks & Signals 30:05 BRICS New"
X Link 2025-12-09T17:04Z 6683 followers, 3873 engagements

"The Fed will most likely cut rates by 25bps today. But inflation is still on the higher side. It sits at X% YoY (well above Fed's official target of 2%) and has been rising since May. This will be a cause for concern for some Fed members in terms of cutting rates with CPI remaining above target for XXX years now. Cutting rates too aggressively will push inflation even higher which will then drivelong-term yields higher. If the 10-yr treasury yield rises to XXX% it often triggers a sell off in risk assets like equity and crypto. The Fed needs to make sure they aren't cutting rates too fast"
X Link 2025-12-10T12:27Z 6690 followers, 3514 engagements

"Get smarter about macro investing with our 5-minute newsletter. Subscribe here:"
X Link 2025-12-11T12:01Z 6691 followers, 1558 engagements

"Everyones confused about whether the Feds $40B purchase of Treasury bills is QE or not. So lets clear it up: It is technically QE but extremely slow QE. When the Fed buys Treasury bills it adds short-term liquidity into the system which acts as slow QE. But real QE is when the Fed buys Treasury coupons instead. Thats long-term liquidity injection and what most people think of as true quantitative easing. The amount that is being purchased ($40bn) is also very low. During turbo QE in 2020 the balance sheet was increasing approx $XXX billion a month. As @AndreasSteno put it accurately: "This is"
X Link 2025-12-11T11:44Z 6692 followers, 48.9K engagements

"State of the labour market: Image 1: Non-farm payrolls (job growth) slowed through the summer but picked up again in September. It printed $119K which was well above expectations. Image 2: More up-to-date measures of job growth don't look so good as the ADP reported negative job growth for November. Image 3: Headline unemployment rate ticked up from XXX% to XXX% in September. We're yet to see November data. Image 4: Initial Jobless Claims (the number of people claiming unemployment benefits for the first time) remain incredibly low. Its hovering around multi-decade lows and has been falling"
X Link 2025-12-12T15:06Z 6692 followers, XXX engagements