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@joetiltmacro Avatar @joetiltmacro Tilt Macro ™

Tilt Macro ™ posts on X about liquidity, the world, environment, money the most. They currently have XX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% automotive brands XXXX% social networks XXXX%

Social topic influence liquidity #3164, the world 9.52%, environment 4.76%, money 4.76%, bank 4.76%, fiat 4.76%, balance sheet 4.76%, commodities 4.76%, ai 4.76%, slack XXXX%

Top accounts mentioned or mentioned by @lizannsonders @visualcap @gobankingrates @blsgov @statedept @uscensusbureau @zillow @dlacalleia @andreassteno @newyorkfed @lynaldencontact @drjstrategy @quintenfrancois @lanceroberts @themarketear

Top Social Posts

Top posts by engagements in the last XX hours

"Repo isnt risk-on here its the opposite. With SOFR above EFFR reserves are tight enough that the Feds bill buying is just keeping funding markets from binding. In that environment dollars dont get pushed out the risk curve they recycle back into deposits and reserves. Its plumbing maintenance not stimulus. Thats why repo can rise without a risk-on response: the system is stabilizing itself not expanding into more risk"
X Link 2025-12-11T22:30Z XX followers, XX engagements

"Shiller P/E worked when higher rates could cool markets without breaking government finances. Thats no longer the world were in. Today funding stress gets fixed before valuations are allowed to reset. Watch the plumbing: SOFR EFFR = stress Fed cuts = maintenance Valuation never gets the chance"
X Link 2025-12-12T05:29Z XX followers, XX engagements

"Feels right. The disinflation tailwind is fading just as liquidity gets more constrained. Even where cuts are priced funding hasnt loosened SOFR still sitting slightly above EFFR says the plumbing is tight. Thats a tougher backdrop for risk than the last cycles easy easing"
X Link 2025-12-12T13:13Z XX followers, XXX engagements

"@LizAnnSonders Sales softening alongside an inventory rebuild is a classic late-cycle tell especially against a still-tight liquidity backdrop. Markets tend to notice this only once margins start to feel it"
X Link 2025-12-12T13:17Z XX followers, XX engagements

"Gold didnt fail it specialized. Its not a payments rail; its a reserve asset. Confusing payments with money misses the point. We dont settle invoices in gold and we dont settle them in central bank reserves either. Fiat moves transactions; gold anchors confidence when issuer trust matters"
X Link 2025-12-12T14:08Z XX followers, XX engagements

"Worth separating balance sheet mechanics from risk-on liquidity. Bill purchases here are about plumbing offsetting reserve scarcity and keeping funding markets functional not the 2010s-style QE that pushed liquidity out the risk curve. With SOFR still slightly above EFFR liquidity is being recycled inside the system not unleashed into assets. Stabilization stimulus"
X Link 2025-12-12T17:27Z XX followers, XX engagements

"Long the belly + short long-duration is a view on term premium and fiscal pressure not growth collapse. Pair that with long commodities gold and non-US assets and you get a consistent weaker dollar tighter real constraints regime. The short credit leg is the tell this isnt a recession call its a balance-sheet and dispersion call"
X Link 2025-12-14T17:09Z XX followers, XXX engagements

"This isnt just relative underperformance its a regime tell. U.S. equities arent losing because AI failed or growth collapsed. Theyre losing because the U.S. equity complex is the most liquidity-intensive duration-heavy and concentration-exposed asset pool in the world and liquidity is no longer expanding. Tight funding + heavy Treasury issuance + a softer dollar changes leadership before it breaks markets. The result isnt a crash its rotation. Ex-US benefits from: lower starting valuations currency tailwinds less dependence on multiple expansion more exposure to real assets and nominal growth"
X Link 2025-12-15T12:03Z XX followers, XX engagements

"@LanceRoberts @themarketear Confidence is improving but this is confidence without slack. Liquidity is tight breadth is rotation-driven and leadership is unstable. That combination doesnt signal expansion it signals a market thats optimistic but operating close to its constraints"
X Link 2025-12-15T12:52Z XX followers, XX engagements