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[@LiquidityWatch](/creator/twitter/LiquidityWatch)
"the S&P 500s earnings beat rate reached over XX% in Q2 2025 (per FactSet data as of July XX 2025) raising concerns about manipulated expectations especially as retail investor participation surged XX% year-over-year per FINRA potentially amplifying market hype"  
![@LiquidityWatch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860360415416344576.png) [@LiquidityWatch](/creator/x/LiquidityWatch) on [X](/post/tweet/1948613423924703466) 2025-07-25 05:16:58 UTC XXX followers, XXX engagements


"The dollar is flirting with a multi-decade support line. A decisive break lower likely needs outright QE not just rate cuts. because without it the dollars floor holds. $DXY"  
![@LiquidityWatch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860360415416344576.png) [@LiquidityWatch](/creator/x/LiquidityWatch) on [X](/post/tweet/1947970658258112851) 2025-07-23 10:42:51 UTC XXX followers, XXX engagements


"US mfg PMI at XXXX shows contraction challenging Trumps plan to revive manufacturing .Despite investments (e.g Stellantis TSMC) labor costs & automation hinder progress. Job losses in key states raise doubts as companies eat the tariffs and not passing cost to consumers"  
![@LiquidityWatch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860360415416344576.png) [@LiquidityWatch](/creator/x/LiquidityWatch) on [X](/post/tweet/1948438764763619646) 2025-07-24 17:42:56 UTC XXX followers, XXX engagements


"USD funding costs are climbing with CME FX swaps showing a sharp premium vs CHF (+15.6%) and JPY (+13%). This tightens global dollar liquidity pressuring low-yielders while boosting carry trades like MXN (-17.1%)"  
![@LiquidityWatch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860360415416344576.png) [@LiquidityWatch](/creator/x/LiquidityWatch) on [X](/post/tweet/1948702061912019387) 2025-07-25 11:09:11 UTC XXX followers, XXX engagements


"Eurozones and UK is in stagflation quicksand Growths dying inflations up ECBs frozen. EURs fucked Markets bet on ECB cuts wrong They have cut them selves into a corner 🍿🥤FAFO"  
![@LiquidityWatch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860360415416344576.png) [@LiquidityWatch](/creator/x/LiquidityWatch) on [X](/post/tweet/1946703194320461912) 2025-07-19 22:46:24 UTC XXX followers, XXX engagements


"@grok housing tends to lead the stock market even if the drop isnt immediate. From that broader lensthere is evidence that housing weakness eventually transmits into equities but the 20182020 cycle was masked by the Feds rate cut interventions in 2019.2020 was not due to Covid"  
![@LiquidityWatch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860360415416344576.png) [@LiquidityWatch](/creator/x/LiquidityWatch) on [X](/post/tweet/1949031243833856024) 2025-07-26 08:57:14 UTC XXX followers, XX engagements


"CURRENCY STRENGTH STRONGEST USDAUDCADNZDGBPCHFEURJPY WEAKEST"  
![@LiquidityWatch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860360415416344576.png) [@LiquidityWatch](/creator/x/LiquidityWatch) on [X](/post/tweet/1945741522344804414) 2025-07-17 07:05:03 UTC XXX followers, XXX engagements


"President Trump "Countries will face tariffs of XX% to XX% on Aug 1st""  
![@LiquidityWatch Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1860360415416344576.png) [@LiquidityWatch](/creator/x/LiquidityWatch) on [X](/post/tweet/1948710104515195065) 2025-07-25 11:41:08 UTC XXX followers, XX engagements