Capital Flows
A daily livestream and proprietary report mapping the macro regime across rates, FX, and equities, built for active risk takers hunting asymmetric trades.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1093 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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capitalflowsresearch.comLatest Issues
Equity Selling Pressure
The flows and positioning driving the selling in equities
Equity Selling Pressure
The Fed’s Looming Policy Error
Actions speak louder than words
The Fed decided to hold rates in a passive stance during the FOMC meeting today, which marked the explicit confirmation that they are actively ignoring the inflation picture. This policy error is being under...
(Video Breakdown) Midterms and The Coming AI Regulatory Crisis
The regulatory department could turn the music off
I just finished a video breakdown of the recent article I published: Midterms and The Coming AI Regulatory Crisis
Midterms and The Coming AI Regulatory Crisis
The Liquidity and Credit Cycle:
Deregulation has fueled the entire liquidity cycle and credit issuance since Trump took office at the beginning of 2025. Deregulation is a less explicit element in financial markets because it influences...
Equity and Bond Market Risks (Video Breakdown)
Regime models and macro flows for rates, gold, and equities
Today I recorded a video explaining HOW to think about and analyze the flows in the equity and bond market. With equities closing down today and crude bidding again, the question...
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Capital Flows Research exists to keep you on the right side of the regime and take large asymmetric bets
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