Alpha Report: Short Term Macro Inflection Point
The set up for nominal demand, housing, and positioning in rates
Macro Context:
There are two critical things to have when operating in markets or any domain with uncertainty: An educational foundation and grounding in the right context.
All of the educational primers are here:
![[FREE] Educational Primers On Every Aspect Of Macro & Markets](https://substackcdn.com/image/fetch/w_1300,h_650,c_fill,f_webp,q_auto:good,fl_progressive:steep,g_auto/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F69c49472-3d63-47f0-9b8c-2a682fa625f1_1024x1024.jpeg)
The full alpha report breaking down the setup for interest rates, crude, and equities is below.
Alpha Report:
Keep reading with a 7-day free trial
Subscribe to Capital Flows to keep reading this post and get 7 days of free access to the full post archives.