Capital Flows (@Globalflows)

Christian | Global macro research & trading in rates, FX, and equities | Educational primers and dynamic models mapping capital flows(free)⬇️

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Capital Flows (@Globalflows)

Credit Cycle Stages Are Cracking

Short equities ? Macro conversation with Prometheus

Regime Change and my bet on Bitcoin (liquidity analysis > sentiment)

The Fed's mistake is going to reverberate across asset markets - FOMC set up

The Bond Market Collapse

Macro Volatility and Equity Market Bubble

Market Wrap: What The Macro Regime Is Saying About Bitcoin and ES

What Causes Melt Ups and Complete Collapses? Are about to enter one?

Tariff risk, equities, Bitcoin, and interest rates

Inflation Risk and the Fed’s biggest mistake

Bullish Bitcoin and $MSTR

Recession risk in 2025 ?

The macro structure of the economy with Mike Green

Bitcoin positioning risk in the macro liquidity cycle

Macro Flows and Positioning in equities, bonds and Bitcoin

Equity risk, interest rates and the dollar moving into end of month

How to properly think about Bitcoin and the global financial system

Positioning risk in equities

Melt up or liquidation ?

Is this a top for Bitcoin ?

FOMC positioning will get unwound aggressively in the next 2 hours

Current consensus positioning will be in shambles by Friday

The Fed has made a massive mistake. Bull markets or recession?

Election hedging, Bitcoin and bonds

Why are equities going to keep melting up ?

Long ES trade - the skew for equities

Set up for equities heading into CPI tomorrow

Macro Flows, Labor Market, and Geopolitical Risk

Equities in the Red with bonds and crude rallying

Is there a debt problem? Why are valuations so high ? When recession?

Trading from different angles moving into CPI

Global Macro Flows and ES Levels

Taking risks in market and building businesses with Adam Rossi

TRU - It’s Friday Yeah

Credit Cycle Stages Are Cracking

Short equities ? Macro conversation with Prometheus

Regime Change and my bet on Bitcoin (liquidity analysis > sentiment)

The Fed's mistake is going to reverberate across asset markets - FOMC set up

The Bond Market Collapse

Macro Volatility and Equity Market Bubble

Market Wrap: What The Macro Regime Is Saying About Bitcoin and ES

What Causes Melt Ups and Complete Collapses? Are about to enter one?

Tariff risk, equities, Bitcoin, and interest rates

Inflation Risk and the Fed’s biggest mistake

Bullish Bitcoin and $MSTR

Recession risk in 2025 ?

The macro structure of the economy with Mike Green

Bitcoin positioning risk in the macro liquidity cycle

Macro Flows and Positioning in equities, bonds and Bitcoin

Equity risk, interest rates and the dollar moving into end of month

How to properly think about Bitcoin and the global financial system

Positioning risk in equities

Melt up or liquidation ?

Is this a top for Bitcoin ?

FOMC positioning will get unwound aggressively in the next 2 hours

Current consensus positioning will be in shambles by Friday

The Fed has made a massive mistake. Bull markets or recession?

Election hedging, Bitcoin and bonds

Why are equities going to keep melting up ?

Long ES trade - the skew for equities

Set up for equities heading into CPI tomorrow

Macro Flows, Labor Market, and Geopolitical Risk

Equities in the Red with bonds and crude rallying

Is there a debt problem? Why are valuations so high ? When recession?

Trading from different angles moving into CPI

Global Macro Flows and ES Levels

Taking risks in market and building businesses with Adam Rossi

TRU - It’s Friday Yeah