Capital Flows
· Capital Flows
· June 04, 2026 at 05:32
| Read on Substack ↗
Summary
The newsletter title warns about the global carry trade being on the edge of a cliff, but the provided text contains only administrative notes and a link, with no substantive analysis or specific trade recommendations. The article appears to be behind a paywall, so the actual macro positioning and trade ideas are not disclosed in the excerpt.
•The title indicates a focus on the global carry trade and macro positioning.
•The author notes daily livestreams and a recent podcast with The Rollup.
•The full report is for paid subscribers only, and the provided text is truncated.