capitalflowsresearch.com· daily· Published yesterday
A macro research newsletter arguing that interest rate risk, FX flows and liquidity drive the current regime, with a paid daily livestream and models aimed at traders. Issues offer strong directional claims about Eurozone debt, free-floating currencies and rate mispricings, but the excerpts mostly assert conclusions and point to paid reports rather than showing the supporting analysis.
interest rate riskmacro liquidityfx flowseurozone debt crisisfrance bondscurve trades