Capital Float
The newsletter for professionals who follow macro but don't watch charts all day. You read the structure. You make the call.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Founded | 5 months ago | Last Issue | 8 days ago |
| Active | |||||
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capitalfloat.substack.comLatest Issues
Issue #022 — Hormuz Whiplash
A Note From the Editor
Picture the market treating a diplomatic signal like a finished contract. Early in the week, talk of a US-Iran understanding on the Strait of Hormuz was enough to strip weeks of war premium from oil in a matter o...
Issue #021 — The Hawkish Hold
A Note From the Editor
Everyone already knew the Fed would hold. The range was priced and the only real variable was how many voices would push the other way. When three names—Hammack, Kashkari, Logan—landed on the dissent line, the ma...
Issue #020 — Crude Awakening
A Note From the Editor
Picture two storms making landfall at once. One had been building for months—doubts about whether the AI trade can keep justifying its own valuation. The other arrived almost overnight, out of the Strait of Hormu...
Issue #019 — World Cup Fever Outruns the Fed
A Note From the Editor
Stadiums did more for consumer sentiment this week than the Fed managed with words. The FIFA World Cup kept dominating spending, tourism, and mood straight through to the Argentina vs Spain final, with Lionel Mes...
Issue #018 — The Ceasefire That Wasn't
A Note From the Editor
Every so often the market gets handed a script and decides not to read it. This week was one of those weeks.
President Trump declared the Iran ceasefire “over” and threatened further strikes following renewed ex...
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The newsletter for professionals who follow macro but don't watch charts all day. You read the structure. You make the call.
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