Capital Currents·Oct 24Japan's carry trade unwinds as yen strength redirects $4 trillion in global capitalThe Bank of Japan's rate hike and AI stock volatility have forced the world's biggest currency bet into reverse, sending ripples through…
Capital Currents·Oct 15China's exporters are dumping dollars, and beijing is letting themChinese corporates converted a record share of their trade surplus into yuan this year, while the PBoC trimmed US Treasury holdings for a…
FinSage Insights·Oct 10Macro Signals from the Fed: FX Risk & Corporate Balance Sheet StrategyIf you have spent the last few days constantly refreshing financial news, staring blankly at the Federal Reserve’s latest rate decision…
Capital Currents·Oct 5Profit shifting, not tariffs, is rewiring currency flowsWhere multinationals book their profits now determines which currencies absorb the capital — and the OECD's 15% minimum tax is pushing that…
Livia·Sep 30The Economy Keeps Growing Above 5%. So Why Is Foreign Money Still Cautious In Indonesia?Many people believe steady growth automatically attracts foreign money.A response icon2A response icon2
Capital Currents·Sep 20Japan's ¥1.2 trillion repatriation is quietly rewiring global bond flowsLife Insurers And Pension Funds Are Bringing Money Home As The BoJ Lets Yields Run, And The Effects Are Showing Up From Sydney To…
Capital Currents·Sep 6Hong kong's offshore yuan push tests its gateway roleThe city's new five-year plan targets expanding offshore yuan services as China pushes for alternatives to US dollar settlement, with over…
Capital Currents·Aug 11Emerging markets feel fed pause as local fundamentals decide capital flowsIMF research shows global risk sentiment sets borrowing costs for developing economies, but domestic shocks determine whether money…
Capital Currents·Jul 21Dollar exits begin as foreign investors rebalance $32 trillion in US assetsA 1985-style pivot in cross-border capital flows is underway, with gold surging 18% and repo volumes hitting $2.1 trillion as Beijing and…
Sandra Simon·Jul 10Why I Pay More Attention to Capital Flows Than Market HeadlinesIf I had to identify one habit that has improved my market analysis more than reading additional news, it would be learning to follow where…
