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 | 31 | Founded | 7 months ago | Last Issue | 4 days ago |
| Active | |||||
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capitalfloat.substack.comLatest Issues
Issue #031 — Stocks Soar, Bonds Scream
A Note From the Editor
Imagine a house party where the music is so loud nobody can hear the smoke alarm. That was this week in markets. Stocks threw the best party in town, with Wall Street’s big indices hitting fresh record highs and...
Issue #030 — The Bond Market Bites Back
A Note From the Editor
Picture a bond trader walking in on Monday morning with a simple plan: get through quarter-end, watch the Fed odds, go home. By Thursday that plan had survived a near-4% gold rout, a rate hike in Australia, a Jap...
Issue #029 — Xi Lands in Washington as Yields Hit a 19-Year High
A Note From the Editor
Somewhere on a trading floor in Chicago, a portfolio manager had reportedly told his junior analyst on Monday that the Fed was “basically done for the year”. By Wednesday afternoon, that call was dead. The Septem...
Issue #028 — Warsh's First Hike, Oil's Last Word
A Note From the Editor
Two central banks moved this week. Oil spiked past $108 on attacks near the Red Sea, and by Wednesday the Fed had little room left to hold. Warsh hiked because oil forced him to. The Bank of Japan hiked because i...
Issue #027 — Oil Tops $100 and the Vigilantes Return
A Note From the Editor
The number everyone had been dreading finally arrived. Brent cleared $100, briefly touching $109 on attacks near the Strait of Hormuz and the Red Sea, and WTI followed it through the century mark. A hot PPI print...
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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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