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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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I will be sure to aggregate any Twitter threads on here for you guys but be sure to follow the Capital Flows Twitter account. Here is a thread with some charts and the new book I am reading.
I will share some thoughts from the SOFR Futures and Options Book eventually. It is really good so far!