Tomas (@tomasonmarkets) 's Twitter Profile
Tomas

@tomasonmarkets

Markets and macroeconomics.

ID: 1357700936572018690

calendar_today05-02-2021 14:41:51

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🥷 Bitcoin with the sneak attack? So bitcoin hit a new all-time high this week. And is now just chilling out near ATH. But nobody seems to have noticed? I've been around for a few of these ATH breaks. And there's usually massive euphoria and media attention. Not this time,

🥷 Bitcoin with the sneak attack?

So bitcoin hit a new all-time high this week.

And is now just chilling out near ATH.

But nobody seems to have noticed?

I've been around for a few of these ATH breaks.

And there's usually massive euphoria and media attention.

Not this time,
Tomas (@tomasonmarkets) 's Twitter Profile Photo

Over the past year I’ve used this feed to try to make sense of markets and macro. Now I’ve teamed up with the guys at Milk Road. I'll be writing for Milk Road Macro, a newsletter version of the stuff I post here, and it’ll drop every Tuesday and Thursday (it's free). This

Over the past year I’ve used this feed to try to make sense of markets and macro. 

Now I’ve teamed up with the guys at <a href="/MilkRoadDaily/">Milk Road</a>.

I'll be writing for <a href="/MilkRoadMacro/">Milk Road Macro</a>, a newsletter version of the stuff I post here, and it’ll drop every Tuesday and Thursday (it's free).

This
Tomas (@tomasonmarkets) 's Twitter Profile Photo

🤔 What's the next sneaky liquidity tool? 10-year yields have been rising again in recent weeks. Getting up close to that "yippy level" (4.5%) that forced Trump into a sudden tariff pivot. Over recent years, every time 10-year yields have risen to around 4.5% to 5%, they've

🤔 What's the next sneaky liquidity tool?

10-year yields have been rising again in recent weeks.

Getting up close to that "yippy level" (4.5%) that forced Trump into a sudden tariff pivot.

Over recent years, every time 10-year yields have risen to around 4.5% to 5%, they've
Milk Road (@milkroaddaily) 's Twitter Profile Photo

A new position just opened! We are looking for a Macro Content Creator + Podcast Host for Milk Road Macro You’ll lead the charge across 3 key platforms: newsletter, podcast and X. If this sounds like a good fit for you Apply here ⤵️ milkroad.com/careers/

Tomas (@tomasonmarkets) 's Twitter Profile Photo

👀 Have you been watching the dollar? I posted some dollar/asset price relationships a few weeks ago. Everything is still going according to plan. Bitcoin is still following the Dollar Index (DXY) on a three-month lag. So, a lot higher from here, I guess? Gold is still

👀 Have you been watching the dollar?

I posted some dollar/asset price relationships a few weeks ago.

Everything is still going according to plan.

Bitcoin is still following the Dollar Index (DXY) on a three-month lag.

So, a lot higher from here, I guess?

Gold is still
Tomas (@tomasonmarkets) 's Twitter Profile Photo

😏 US growth scare over? US economic data was skidding throughout early 2025 as a "growth scare" narrative took hold. But, by most metrics, the growth scare stopped "growth scare-ing" around mid to late April. US growth nowcasts and the Citi Economic Surprise Index bottomed

😏 US growth scare over?

US economic data was skidding throughout early 2025 as a "growth scare" narrative took hold.

But, by most metrics, the growth scare stopped "growth scare-ing" around mid to late April.

US growth nowcasts and the Citi Economic Surprise Index bottomed