Follow The Incentive
Policy → Liquidity → Incentives → Capital Flows Data over narratives. Conditional analysis, not predictions.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 60 | Founded | 5 months ago | Last Issue | 7 days ago |
| Active | |||||
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followtheincentive.substack.comLatest Issues
Sunday Signals with FTI
The Week Ahead
Last week changed the macro framework for the rest of 2026 (twice), in opposite directions, within 48 hours.
Sunday night: Trump announced the Iran deal was “complete” and authorized the “toll-free opening of the Strai...
The First Tankers Are Moving
FTI | June 17, 2026
A month ago we wrote that the Xi commitment was the leverage piece that was missing. On Monday Trump and Iran’s lead negotiator digitally signed a preliminary MOU. Today, two days later, the implementation has started m...
Sunday Signals with FTI
The Week Ahead
Last week delivered everything at once.
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CPI confirmed 4.2% YoY, this is the first print above 4% since 2023.
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PPI came in at the hottest wholesale reading since 2022.
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The ECB hiked 25 basis points.
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F...
Sunday Signals with FTI
The Week Ahead
The nine-week equity rally ran on the belief that AI earnings could carry the market through anything. This week, that will be stress tested.
Three things define the week ahead:
• May CPI Wednesday: the last inflation r...
Sunday Signals with FTI
The Week Ahead
May closed at ATHs across the board. The S&P notched its ninth consecutive winning week.
June opens with an entirely different setup. The first full week of the new month is the most jobs heavy data week of the quarter, and...
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Policy → Liquidity → Incentives → Capital Flows Conditional analysis, not predictions
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