FOMC REPLAY - The Warsh Playbook

LIVESTREAM/PROPIETARY REPORT

FOMC LIVE - The Warsh Playbook

Capital Flows has a new daily structure where I will do a stream every market session, breaking down the macro regime so that you have clarity on WHERE we are and conviction on WHAT to do.

The first section of today’s live stream went over the entire speech by Kevin Warsh and explained the new regime playbook that he is implementing. If you were trying to understand how the mechanics of forward guidance and its impact on interest rates are going to function over the next three months, this video explains all of it.

You can find the free recording on the Warsh Playbook here in the YouTube video. The recording of the live member section of the stream, where we cover how the new regime tangibly connects to price action, is linked at the bottom of this report.

The last two livestreams and connected reports contextualizing today’s press conference can be found here (if you are long Hyperliquid or the S&P500, you should read these):

• COMPUTE IS THE NEW OIL

• The Warsh Regime Change and The Credit Cycle

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Tomorrow’s Livestream: The Devaluation Of The Yen and Global Carry Trade

The livestream for tomorrow will cover how we are approaching a cliff in the global carry trade. This is one of the most important drivers of macro liquidity that is fundamentally misunderstood. The first section of the stream will cover the mechanics of how this works, the second section for paid members will directly connect it to price action with a playbook for trading and managing risk. If you are on the fence about becoming a paid member, this would be a great time to commit for an initial month to see all of the proprietary analysis.

Paid subscribers can join the livestream with this link:

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Proprietary Report On The Warsh Playbook:

Here is the proprietary report explaining HOW to understand interest rate risk, inflation risk, and the connection to the new Warsh Playbook: