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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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Macro Report/Insights: Macro Video

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Capital Flows

Sep 5, 2023

Hey everyone,

I recorded a video breaking down macro flows in the market right now. You can watch the video on Twitter here: https://twitter.com/Globalflows/status/1698934621868818892

Or watch it here:

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Here is the macro report I referenced in the video:

Macro Report/Insights: Comprehensive Macro Report

Capital Flows

Aug 28

Macro Report/Insights: Comprehensive Macro Report

Hey everyone, I always like taking time away to write longer form macro reports framing how I trade for the next couple of months. The last macro report really hit the nail on the head with how bond price action would play out through the month of August:

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And the intraday trading primer I referenced:

The Research HUB: Intraday Trading Primer

Capital Flows

Sep 3

The Research HUB: Intraday Trading Primer

Hey everyone, This article is going to be an educational primer on intraday trading. You will notice that I have written primers on the S&P500 (link), bonds (link), and FX (link), BEFORE this one. This is intentional because understanding the big picture is a prerequisite.

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Enjoy!