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Capital Flows Research

Capital Flows Research

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Daily actionable macro map spanning rates/credit/FX/equities; frequent notes applying regime analysis to U.S. markets.

Geopolitical Risk Is Crashing Equities
News•Mar 9, 2026

Geopolitical Risk Is Crashing Equities

The article warns that rising geopolitical risk, highlighted by President Trump’s actions and a surge in crude oil prices, is driving equities lower. Higher oil prices are pushing the VIX up and causing a bear‑steepening of the yield curve, signaling marginal inflationary pressure. VIX futures have returned to levels seen during last year’s 20%+ market drawdown, underscoring heightened volatility. The piece frames these dynamics as a precursor to further market moves ahead of the upcoming midterm elections.

By Capital Flows Research
Geopolitical Risk and AI Risk Converging
News•Mar 2, 2026

Geopolitical Risk and AI Risk Converging

The Capital Flows Research team notes that geopolitical instability and AI safety concerns are increasingly overlapping, creating a compounded risk environment. The analyst introduced a new AI-driven mapping tool and released a suite of TradingView indicators to monitor these dynamics....

By Capital Flows Research
The Economy Is Splitting in Two: How to Trade the Rotation
News•Feb 17, 2026

The Economy Is Splitting in Two: How to Trade the Rotation

The episode explains how the U.S. economy is diverging into two distinct regimes—one of robust growth and inflation resilience, the other of slowing activity and tighter monetary policy—and how this split is driving market rotations. It outlines the macro drivers...

By Capital Flows Research