Capital Flows
Capital Flows Research gives active investors a daily, actionable macro map of rates, credit, FX, and equities so their positioning stays aligned with the prevailing regime instead of getting blindsided by it.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1010 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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capitalflowsresearch.comLatest Issues
FX Drivers, AI Flows, and Sector Flows on a Cross Border Basis
Today, I mapped FX drivers, AI flows, and sector flows for every major country on a cross-border basis, and walked through why today’s CPI print is creating a small intraday pullback that does not change the structural setup. The first Hype...
The Impossible Trinity Behind the Melt Up
Why the US sits at the center of every other country's impossible trinity, how Japan's open capital and yield curve control forced the entire move into the yen
Today, Jaymes and I broke down the impossible trinity framework that sits under...
The Full Economic Picture: Connecting Growth and Inflation to Long Term Interest Rates
Today, I broke down every major growth and inflation data point and connected it to long term interest rates and asset prices. Real GDP is running at 2 percent, nominal at 6, and the Atlanta Fed Nowcast is at 3.7 with fixed investment addin...
Cross Asset Positioning and Equity Long Short Positioning Inside the AI Compression Trade
Why cross asset vol collapse forces mechanical buying, how the inelastic market hypothesis amplifies passive flows by 5x into the top seven names, and why the IGV / SMH unwind is going to be orderly
Today I went deep on cross asset vol, eq...
Walking The Thin Line: How AI Is Compressing The Tails
Why the intelligence age is functioning the same way negative real rates did in 2021 and how the obsolescence tax compounds faster than inflation
Today, I went deep on how AI is functionally retooling the production function of the entire...
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Capital Flows is a private research publication on financial markets and the economy
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