Capital Flows

Capital Flows

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Did The Fed Just Leak Its Plan To Markets?

A scenario analysis of the Fed's actions tomorrow and HOW it impacts markets

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Capital Flows
Jul 29, 2025
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Did The Fed Just Leak Its Plan To Markets?

All of the major pieces for WHERE we are can be found here:

  • Liquidity Tides and Strategic Positioning in Bitcoin and Gold (IMPORTANT ONE)

  • Observations Of The Credit Cycle Moving Into FOMC

  • Strategic Positioning: Rates, Curves, Currencies

  • The Credit Cycle Is Built on the Consumer—and Will End With Them

  • A Word Of Caution Amidst The Melt Up

  • When the Fed Fights the Market: Who Wins?


Scenario Analysis For FOMC Tomorrow:

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