Capital Flows
· Capital Flows
· 18 июля 2026, 22:24
· ⏱ 1 мин чтения
| Читать в Substack ↗
Резюме
The author has changed their market stance and now focuses on momentum unwind and carry trade risks, but provides no specific trade ideas or named securities in this teaser article. The full logic and models are reserved for paid subscribers, so the piece serves as a directional alert without actionable details.
•The author explicitly states their market view and positions have changed, referencing a shift in stance.
•They highlight 'The Momentum Trade Unwind and Carry Trade Risks' as key themes, with new macro models released to paid subscribers.
•The Weekend Intelligence Brief is positioned as a high-level contextual overview connecting global macro changes to market movements, but no concrete data or tickers are mentioned.