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Capital Flows is the space where I share all my Top-Down/Bottom-up macroeconomic research and show how I am tangibly implementing it in financial markets.
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Hey everyone,
I hope your weekend went well.
As promised, here is the macro report that I wrote: https://bit.ly/45kK5SG
For those of you who are new, here is the tweet thread with all the educational articles I wrote and a list of books I have found helpful in understanding markets: https://twitter.com/Globalflows/status/1646154915436265479
I would really appreciate it if you could Subscribe and Share this piece!
Thanks for reading!
Macro Report/Insights: MACRO REPORT
Outstanding report, very much appreciated.
Oh boy... This is going to keep me busy for a while.