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Tom Becker

@tom_becker

Macro commentary — rates, central banks, and what actually moves markets.

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+68% YTD

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Tom Becker
Public
Dollar index testing a level it hasn't held in six months. If DXY breaks here, expect ripple effects across EM currencies fast.
TB
Tom Becker
Public
Yield curve un-inverting is not the bullish signal people think it is — historically it's the last leg before recession gets priced in.
TB
Tom Becker
Public
FOMC minutes drop Wednesday. Market is pricing almost no chance of a hike, so the real risk is hawkish language on 'higher for longer.'