Capital Flows
· Capital Flows
· 30 июля 2026, 03:11
· ⏱ 1 мин чтения
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Резюме
The article argues that the current equity drawdown (S&P500 -4%, NASDAQ -12% from highs) is driven by two macro liquidity and cross-border flow factors, and that investors must monitor these flows to avoid being sidelined. It sets up a subsequent analysis of when selling pressure will subside, but provides no actionable trade ideas or specific catalysts in the excerpt given.
•S&P500 is down nearly 4% from its all-time high as of market close on 2026-07-30.
•NASDAQ has fallen 12% from its all-time high, nearly matching the earlier pullback in 2026.
•The author tracks macro liquidity and cross-border flows as primary market drivers.
•The article identifies two clear drivers of selling pressure on US equities, though the details are cut off.