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Macro Regime Tracker (Daily Systematic Strategies & Models)

Macro Regime Tracker: Positioning Into Economic Prints

Macro regime and risk assets qualified clear

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Capital Flows
Sep 30, 2025
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The Macro Regime Tracker offers a daily lens on how shifts in growth, inflation, and liquidity affect short-term risk and reward. Leveraging machine learning, AI, and cross-asset data, it identifies macro changes and their impact on market positioning.


Macro Regime Tracker Index:

You can find the most recent reports breaking down all the macro views here:

Alpha Report: WHY is the Fed forcing real interest rates down?

Alpha Report: WHY is the Fed forcing real interest rates down?

Capital Flows
·
Sep 29
Read full story
Alpha Report: Positioning Into Labor Market Data

Alpha Report: Positioning Into Labor Market Data

Capital Flows
·
Sep 29
Read full story
International Risks In The Global System

International Risks In The Global System

Capital Flows
·
Sep 27
Read full story

As always, all the systematic models and strategies are laid out below.


Main Developments In Macro

US Politics & Government Shutdown

  • VANCE: WE HAVE TO KEEP CENTRAL SERVICES FUNCTIONING IN SHUTDOWN

  • VANCE: DEMOCRATS HAD A FEW IDEAS TRUMP AND I THOUGHT REASONABLE

  • VANCE: NOT REASONABLE FOR DEMS TO HOLD GOOD IDEAS AS LEVERAGE

  • THUNE: REPUBLICANS, TRUMP ARE UNITED BEHIND FUNDING BILL

  • VANCE: THINK WE’RE HEADED FOR SHUTDOWN BECAUSE OF DEMOCRATS

  • JOHNSON: TRUMP IS OPERATING IN GOOD FAITH IN SHUTDOWN TALKS

  • JEFFRIES: HAD A FRANK AND DIRECT TALK WITH TRUMP

  • SCHUMER: TRUMP CAN AVOID A SHUTDOWN, BUT DIFFERENCES REMAIN

  • SCHUMER: WE MADE PROPOSALS, ULTIMATELY TRUMP IS DECISION MAKER

  • SCHUMER: I THINK FOR THE FIRST TIME TRUMP HEARD OUR OBJECTIONS

  • SCHUMER: WE MET WITH TRUMP, WE HAVE LARGE DIFFERENCES

  • TRUMP, CONGRESSIONAL LEADERS MEETING UNDERWAY: US OFFICIAL

  • Liz Elkind: House GOP call: Mike Johnson says it’s a “good bet” that there will be a government shu

  • US LABOR DEPARTMENT ISSUES SHUTDOWN CONTINGENCY PLAN

  • BLS PLANS NOT TO RELEASE ECONOMIC DATA DURING GOVT SHUTDOWN

  • BLS TO SUSPEND ALL OPERATIONS IN CASE OF GOVERNMENT SHUTDOWN


Federal Reserve & Monetary Policy

  • FED’S MUSALEM: RESERVE BANKS ARE ‘CORNERSTONE’ OF INDEPENDENCE

  • FED’S MUSALEM: ECONOMIC DATA INTEGRITY IS CRITICAL

  • WILLIAMS: MY MODEL’S ESTIMATE FOR REAL NEUTRAL RATE IS 0.75%

  • FED’S MUSALEM: MOST INFLATION NOT TARIFF DRIVEN

  • MUSALEM: RATES ARE BETWEEN MODESTLY RESTRICTIVE AND NEUTRAL

  • MUSALEM: LABOR CONTINUES TO SOFTEN, BUT NEAR FULL EMPLOYMENT

  • WILLIAMS: VERY HARD TO KNOW EXACTLY HOW TARIFFS AFFECT PRICES

  • FED’S MUSALEM: LONG-TERM INFLATION EXPECTATIONS ANCHORED

  • FED’S MUSALEM: EXPECT INFLATION ABOVE TARGET FOR 2-3 QUARTERS

  • WILLIAMS: TARIFFS ASIDE, INFLATION HAS BEEN COMING DOWN

  • WILLIAMS: SOME OF THE UPSIDE RISK TO INFLATION HAS COME DOWN

  • WILLIAMS: RISKS TO EMPLOYMENT GOAL ARE GETTING A LITTLE HIGHER

  • WILLIAMS: LABOR MARKET HAS BEEN REMARKABLY RESILIENT

  • WILLIAMS: TARIFFS HAVE HAD MODEST OR MODERATE INFLATION IMPACT

  • WILLIAMS: I THINK UNDERLYING INFLATION CONTINUES TO MOVE DOWN

  • FED’S WILLIAMS: MONETARY POLICY CONTINUES TO BE RESTRICTIVE

  • HAMMACK: NEED TO MAINTAIN RESTRICTIVE POLICY

  • HAMMACK: INFLATION EXPECTATIONS CONCERN ME MOST NOW

  • HAMMACK: OTHER LABOR MARKET MEASURES REASONABLY STABLE

  • FED’S HAMMACK SAYS INFLATION TOO HIGH, TREND IN WRONG DIRECTION

  • NY FED’S REMACHE SAYS AMPLE RESERVES FRAMEWORK `SERVED US WELL’

  • MONEY MARKET VOLATILITY `NORMAL, NOT CONCERNING’: REMACHE

  • DEPUTY SOMA MANAGER REMACHE ADDRESSES PRIMARY DEALERS IN NY


Trade, Tariffs & Geopolitics

  • TRUMP POSTS ON TRUTH SOCIAL ABOUT NEW FURNITURE RELATED TARIFFS

  • TRUMP: NORTH CAROLINA HAS LOST FURNITURE BUSINESS TO CHINA

  • TRUMP: IMPOSING A 100% TARIFF ON MOVIES MADE OUTSIDE US

  • CHINA SAYS US UNDERMINES STABILITY OF GLOBAL INDUSTRIAL CHAIN

  • CHINA ISSUES STATEMENT ON US EXPORT CONTROL PENETRATIVE RULES

  • CHINA URGES JAPAN TO STOP PUT CHINA COS ON EXPORT CONTROL LIST

  • US, SWISS RECONFIRM NOT TARGETING FX RATE FOR COMPETITIVE GOALS


Macro Tear Sheets: Equities, Stock/Bond Correlation, Fixed Income, FX, Crypto, and Commodities

Tearsheet Stockbond 20250929
556KB ∙ PDF file
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Download
Tearsheet Crypto 20250929
4.65MB ∙ PDF file
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Download
Tearsheet Fi 20250929
15.1MB ∙ PDF file
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Download
Tearsheet Fx 20250929
17.3MB ∙ PDF file
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Download
Tearsheet Eq 20250929
20.6MB ∙ PDF file
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Download
Tearsheet Comd 20250929
35.6MB ∙ PDF file
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Download


Macro Regime Dashboard: Excel spreadsheet for economic data, interest rates, and real estate.

Fred Dashboard V2
8.34MB ∙ XLSX file
Download
Download
Real Estate Spreadsheet V1
4.22MB ∙ XLSX file
Download
Download


Momentum and Mean Reversion Models: Equities, Commodities, Fixed Income, and Currencies

You can find the educational primer and video explanation of these models here: LINK

Cfr Model Output Fixed Income
3.01MB ∙ PDF file
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Download
Cfr Model Output Commodities
5.92MB ∙ PDF file
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Download
Cfr Model Output Equities
5.39MB ∙ PDF file
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Download
Cfr Model Output Currency
4.57MB ∙ PDF file
Download
Download


Growth, Inflation, Fixed Income, Credit, and Equities Regime Tracker

The Macro Regime Model offers a real-time view of growth, inflation, and yield curve dynamics, integrating these with credit market shifts, equity risk premiums, and positioning data. It connects upcoming catalysts to statistical drivers of asset prices, creating a unified framework that quantifies skew and clarifies risk-reward across asset classes.

Macro Regime Tracker 20250929
4.06MB ∙ PDF file
Download
Download


Key Points To Set The Context:


US Market Wrap: Defensive Tilt, Energy Lags; Shutdown Risk Clouds Data (S&P –0.10%)

The S&P 500 slipped 0.10% as sector leadership rotated toward defensives while cyclicals, especially Energy and Communications dragged. The tone was one of “wait-and-see” ahead of labor prints, with added uncertainty that a government shutdown could delay BLS releases. Treasury yields eased and gold hit a record as investors hedged policy and data-risk.

Sector Attribution

Weighted Return Contribution to Index

  • Biggest drags: Communication Services (–0.08%), Energy (–0.04%), Industrials (–0.04%), Info Tech (–0.04%).

  • Offsets: Health Care (+0.04%), Financials (+0.02%), Staples (+0.01%), Utilities (+0.01%).

  • Net: S&P 500 (–0.10%). (from image 1)

Sector Performance (Unweighted Breadth)

  • Losers: Energy (–1.41%), Communication Services (–0.77%), Industrials (–0.45%), Info Tech (–0.11%).

  • Winners: Utilities (+0.53%), Health Care (+0.41%), Staples (+0.20%), Financials (+0.18%), Materials (+0.12%), Real Estate (+0.06%); Discretionary (0.00%).

  • S&P 500: –0.10%. (from image 2)

Macro Overlay

Shutdown & Data Risk
Markets are bracing for a potential US government shutdown that could delay key releases (JOLTS, NFP) a notable source of policy uncertainty given the Fed’s data dependence.

Fed Speak

  • Williams (NY Fed): Inflation risks have receded while employment risks have risen; tariffs’ effects have been “modest to moderate.” Policy remains restrictive, with r* ~0.75% real, keeping rate-cut optionality alive but measured.

  • Remache (NY Fed SOMA): Quarter-end money-market volatility is “normal” within an ample-reserves framework; balance-sheet growth resumes once reserves approach the minimum ample level.
    Net: The bar for aggressive easing remains high, but softer labor momentum keeps a gradual-cuts path plausible.

Policy Wildcards
Tariff headlines (incl. proposals targeting films/furniture) keep an inflation-pass-through tail risk in play even as most officials downplay broad tariff effects so far.

The Read-Through

  • Base case: Data-dependent Fed with October cut possible but not pre-signaled; gradual easing bias if labor cools.

  • Risks: Data blackout from a shutdown, tariff-related sticky prices, quarter-end funding volatility.

  • Takeaway: Rotation says quality/defensive still carries the near-term baton while Energy weakness and Comm Services drag cap index upside. With yields easing and gold at highs, the market is hedging policy/data uncertainty rather than abandoning risk.


US IG Credit Wrap: Still in the Low-50s; Bonds Bid, Data/Shutdown Fog (IG OAS ~52.2 bp)

IG spreads held the carry lane as macro turned slightly risk-averse but rates rallied. Bloomberg US IG OAS printed ~52.2 bp (chart last: 52.215), a touch tighter vs yesterday’s ~52.6 and comfortably inside the 5-yr average. With Treasuries firmer, gold at a record, and shutdown risks threatening a temporary data blackout, credit traded steady-to-better rather than pro-cyclical.

Credit Context (where we sit)

  • IG OAS: ~52.2 bp

  • 5-yr avg: ~62.4 bp → ~10 bp inside

  • Cycle tights: ~43.8 bp → ~8–9 bp away

  • ’22 wides: ~111 bp → ~59 bp tighter
    Read: Low-50s regime intact—carry-positive with two-way headline risk.


Credit Context

  • < 60 bp: Duration-friendly, carry-positive zone for insurers, pensions, and liability-driven buyers.

  • 60–70 bp: Macro noise threshold, where volatility or inflation threats prompt positioning cuts.

  • > 90 bp: Systemic stress unlikely unless global macro or geopolitical shocks return.


What Changed Today (macro tape)

  • Fed speak: Williams framed tariffs’ price impact as modest, risks re-balanced toward employment; Remache called quarter-end money-market volatility normal under an ample-reserves operating regime. Net: policy still restrictive, gradual-cuts bias alive but not pre-signaled.


Risks to Watch

  • Data blackout risk: A shutdown could delay JOLTS/NFP, dulling visibility and elevating event-gap risk when data resume.

  • Tariff pass-through: Headline noise persists; officials still see limited broad inflation impulse, but discrete sectors (goods importers) remain exposed.

  • Quarter-end funding: Transient prints in bills/repo; watch for knock-on to IG front-end pricing.

  • Curve dynamics: A growth-scare bull steepener is more credit-hostile than today’s rates-led grind.

The Read-Through

  • Base case: Grind-with-noise continues. Low-50s OAS is carry-friendly; dips toward high-40s likely fade without a clear macro inflection.


Mag7 Model:

See the intro published for how to use the Mag7 models here: Link

Mag7 Tear Sheet
11.8MB ∙ PDF file
Download
Download


Capital Flows Interest Rate Sensitivity Model:

All of the interest rate sensitivity models are now reserved exclusively for paid subscribers. If you would like to do a free trial, you can with this LINK.

Launch video for these models is here: LINK

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