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Capital Flows
Capital Flows
Trade Write-Ups: THE NEXT LEVERAGE MACRO BET
Trade Write-Ups

Trade Write-Ups: THE NEXT LEVERAGE MACRO BET

A regime shift and central banks mistake

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Capital Flows
May 12, 2025
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Capital Flows
Trade Write-Ups: THE NEXT LEVERAGE MACRO BET
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We have seen a significant mistake by central banks that will be reverberating through equity and fixed income markets for the next 3 months. I have already laid out initial views here:

  • Trapped by Trade: Central Banks and the Impossible Trinity

  • Alpha Report: Inflation Risk and Positioning Signals

  • Macro Video:

Please review the previous trade write-up because it directly plays into this one:

Trade Write-Ups

Trade Write-Ups: Macro Bet

Capital Flows
·
May 8
Trade Write-Ups: Macro Bet

Please see the attached write-up:

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An important reminder, there are now 6 days left to lock in the discounted price on the Substack before further price increases occur later this summer. The links for the discounts are in this article:

Capital Flows Discount For Early Adopters - 31% Off For The Next 10 Days

Capital Flows
·
May 7
Capital Flows Discount For Early Adopters - 31% Off For The Next 10 Days

1. The Road Already Travelled

Read full story

Trade Write Up/Leverage Macro Bet:

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