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Raoul Pal

@RaoulGMI · Global

Macro cycles, liquidity and digital assets.

macroeconomicsbondsinterest ratesinflation

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Reported collector status: connected · Last checked 2026-10-14 21:06 UTC

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Raoul Pal · Published 2026-11-01 11:19 UTC

Dollar, rates and oil all going up... all three tighten financial conditions, which leads liquidity, which leads markets. Crypto needs those three to dissipate. Coming into the…

Dollar, rates and oil all going up... all three tighten financial conditions, which leads liquidity, which leads markets. Crypto needs those three to dissipate. Coming into the midterms Trump wants oil, rates and the dollar down. Oil probably gets done via an Iran resolution... T

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