iFlow Insights Archive
Daily Flows
- Daily Flows, July 25, 2024
- Daily Flows, July 24, 2024
- Daily Flows, July 23, 2024
- Daily Flows, July 22, 2024
- Daily Flows, July 19, 2024
- Daily Flows, July 18, 2024
- Daily Flows, July 17, 2024
- Daily Flows, July 16, 2024
- Daily Flows, July 15, 2024
- Daily Flows, July 12, 2024
- Daily Flows, July 11, 2024
- Daily Flows, July 10, 2024
- Daily Flows, July 9, 2024
- Daily Flows, July 8, 2024
- Daily Flows, July 5, 2024
- Daily Flows, July 4, 2024
- Daily Flows, July 3, 2024
- Daily Flows, July 2, 2024
- Daily Flows, July 1, 2024
- Daily Flows, June 28, 2024
- Daily Flows, June 27, 2024
- Daily Flows, June 26, 2024
- Daily Flows, June 25, 2024
- Daily Flows, June 24, 2024
- Daily Flows, June 21, 2024
- Daily Flows, June 20, 2024
Weekly Flows and Holdings
- Weekly Flows and Holdings, July 24, 2024
- Weekly Flows and Holdings, July 17, 2024
- Weekly Flows and Holdings, July 10, 2024
- Weekly Flows and Holdings, July 3, 2024
- Weekly Flows and Holdings, June 26, 2024
- Weekly Flows and Holdings, June 19, 2024
- Weekly Flows and Holdings, June 12, 2024
- Weekly Flows and Holdings, June 5, 2024
- Weekly Flows and Holdings, May 29, 2024
- Weekly Flows and Holdings, May, 22, 2024
- Weekly Flows and Holdings, May 15, 2024
- Weekly Flows and Holdings, May 8, 2024
- Weekly Flows and Holdings, May 1, 2024
- Weekly Flows and Holdings, April 24, 2024
- Weekly Flows and Holdings, April 17, 2024
- Weekly Flows and Holdings, April 10, 2024
- Weekly Flows and Holdings, April 3, 2024
- Weekly Flows and Holdings, March 27, 2024
- Weekly Flows and Holdings, March 20, 2024
Week Ahead
- Week Ahead: Changing Horses, Jul 22, 2024
- Week Ahead: Violence, Jul 15, 2024
- Week Ahead: Doubt, Jul 7, 2024
- Week Ahead: Dreaming, Jun 30, 2024
- Week Ahead: Voices, Jun 23, 2024
- Week Ahead: Heat Waves, Jun 16, 2024
- Week Ahead: Good and Bad, Jun 9, 2024
- Week Ahead: Culminations, Jun 2, 2024
- Week Ahead: Inflated, May 26, 2024
- Week Ahead: Nonplussed, May 19, 2024
- Week Ahead: Northern Lights, May 12, 2024
- Week Ahead: Dreaming, May 5, 2024
- Week Ahead: Little Chances, April 28, 2024
- Week Ahead: Unsteady Calm, April 21, 2024
- Week Ahead: Escalation, April 14, 2024
- Week Ahead: Eclipses, April 7, 2024
- Week Ahead: No Hurry, March 31, 2024
- Week Ahead: Spring, March 24, 2024
- Week Ahead: Lucky, March 18, 2024
Macro Review (monthly)
- iFlow Monthly, June, 2024
- iFlow Monthly, May, 2024
- iFlow Monthly, April, 2024
- iFlow Monthly, March, 2024
- iFlow Monthly, February, 2024
- iFlow Monthly, January, 2024
Markets Morning Call
- Losing Faith - Bob Savage – July 24, 2024
- Quick Crawls - Bob Savage – July 23, 2024
- Tomorrow? - Bob Savage – July 22, 2024
- Disruptions - Bob Savage – July 19, 2024
- Pauses – Bob Savage – July 18, 2024
- Rotations – Bob Savage – July 17, 2024
- Early Bloomer – Bob Savage – July 16, 2024
- Grazed – Bob Savage – July 15, 2024
- Sizes – Bob Savage – July 12, 2024
- Curbed – Bob Savage – July 11, 2024
- Dampness – Bob Savage – July 10, 2024
- Switch – Bob Savage – July 9, 2024
- Reversals – Bob Savage – July 8, 2024
- Control – Bob Savage – July 5, 2024
- Fireworks – Bob Savage – July 3, 2024
- Balancing – Bob Savage – July 2, 2024
- Rush – Bob Savage – July 1, 2024
- Debates – Bob Savage – June 27, 2024
- Tacking – Bob Savage – June 26, 2024
- Dependency – Bob Savage – June 25, 2024
- Deterioration – Bob Savage – June 24, 2024
- Fullness – Bob Savage – June 21, 2024
- Solstice – Bob Savage – June 20, 2024
- No Forecast – Bob Savage – June 18, 2024
- Relief? – Bob Savage – June 17, 2024
- Flag Day – Bob Savage – June 14, 2024
- Hangovers – Bob Savage – June 13, 2024
- Punches – Bob Savage – June 12, 2024
- Listless – Bob Savage – June 11, 2024
- Slow Uncertainty – Bob Savage – June 10, 2024
- Wait and See – Bob Savage – June 7, 2024
- Memory – Bob Savage – June 6, 2024
- Timing – Bob Savage – June 5, 2024
- Missing Expectations – Bob Savage – June 4, 2024
- Certainty – Bob Savage – June 3, 2024
- Finales – Bob Savage – May 31, 2024
- Fresh Squeezed – Bob Savage – May 30, 2024
- Trouble – Bob Savage – May 29, 2024
- Dazed – Bob Savage – May 28, 2024
- Ceasefire – Bob Savage – May 24, 2024
- Good Times – Bob Savage – May 23, 2024
- Stuck – Bob Savage – May 21, 2024
- Wit – Bob Savage – May 20, 2024
- Churn – Bob Savage – May 17, 2024
- Fragile – Bob Savage – May 16, 2024
- Jumping the Gun – Bob Savage – May 15, 2024
- On Hold – Bob Savage – May 14, 2024
- Prices – Bob Savage – May 13, 2024
- Recovery – Bob Savage – May 10, 2024
- Vigilance – Bob Savage – May 9, 2024
- Divergence – Bob Savage – May 8, 2024
- No Need – Bob Savage – May 7, 2024
- Too Quiet – Bob Savage – May 6, 2024
- No Hurry – Bob Savage – May 3, 2024
- Double Negation – Bob Savage – May 2, 2024
- Worries – Bob Savage – May 1, 2024
- Vintage – Bob Savage – April 30, 2024
- No Comment – Bob Savage – April 29, 2024
- Doubt – Bob Savage – April 25, 2024
- Inflections – Bob Savage – April 24, 2024
- Clarity – Bob Savage – April 23, 2024
- Rebounds – Bob Savage – April 22, 2024
- Conclusions – Bob Savage – April 19, 2024
- Consultations – Bob Savage – April 18, 2024
- Lessons – Bob Savage – April 17, 2024
- States of Matter – Bob Savage – April 16, 2024
- Taxes – Bob Savage – April 15, 2024
- Dodecaphobia – Bob Savage – April 12, 2024
- Early Anticipation – Bob Savage – April 10, 2024
- Everything Else – Bob Savage – April 9, 2024
- Totality – Bob Savage – April 8, 2024
- Tensions – Bob Savage – April 5, 2024
- Molding – Bob Savage – April 4, 2024
- Edginess – Bob Savage – April 3, 2024
Morning Briefing
- India: Budget Review and RBI Outlook -Wee Khoon Chong – July 25, 2024
- Exporters to China Feel Demand Pinch - Geoffrey Yu – July 24, 2024
- Cautious with Summer Carry – Geoffrey Yu – July 22, 2024
- Rotation Trades and Politics - Bob Savage – July 19, 2024
- Flows and Valuation Supportive for KRW – Wee Khoon Chong – July 18, 2024
- ECB's Labor Market Nerves on Show – Geoffrey Yu – July 17, 2024
- Slowing Inflation - Good News for the Fed – John Velis PhD – July 15, 2024
- US Equities 2Q Earnings and 3Q Outlooks – Bob Savage – July 12, 2024
- RBNZ's Fiscal Lesson – Geoffrey Yu – July 11, 2024
- In Search of Eurozone Risk Premia – Geoffrey Yu – July 10, 2024
- Policy Reality Bites Post-Politics – Geoffrey Yu – July 8, 2024
- Risk in Europe for 3Q – Bob Savage – July 5, 2024
- Chips Sole Bright Spot in European Industry – Geoffrey Yu – July 4, 2024
- Britain's Yearning for Public Investment – Geoffrey Yu – July 3, 2024
- Summer Swallow? – John Velis PhD – July 1, 2024
- Gaming Tail Risks in H2 2024 – Bob Savage – June 28, 2024
- APAC H1 Macro Review & H2 Outlook – Wee Khoon Chong – June 27, 2024
- Riksbank Ponders Own Easing Template – Geoffrey Yu – June 26, 2024
- Market Rediscover Fiscal Scrutiny – Geoffrey Yu – June 24, 2024
- Foreign Exchange A Fulcrum For Risk Assets – Bob Savage – June 21, 2024
- China Growth Sentiment Weakening – Wee-Khoon Chong – June 20, 2024
- Hawkish Doves Fly in Europe – Geoffrey Yu – June 19, 2024
- Dollar Downside Limited By Lack Of Alternatives – John Velis PhD – June 17, 2024
- APAC Currencies-Equities Anomalies – Wee-Khoon Chong – June 14, 2024
- Japan, Its Central Bank And The Yen – Bob Savage – June 13, 2024
- Sussing Out The Fed's New SEP – John Velis – June 12, 2024
- The Facets of Chinese Gold Demand – Geoffrey Yu – June 12, 2024
- Interpreting The US Jobs Data – John Velis PhD – June 10, 2024
- Output Gaps, Currencies and Trade – Bob Savage – June 7, 2024
- APAC (ex-China) Recovery Takes Shape – Wee-Khoon Chong – June 6, 2024
- Policy Oxymorons Best Avoided – Geoffrey Yu – June 5, 2024
- Diverging Reaction To Europe Services Strength – Geoffrey Yu – June 3, 2024
- Latin America Politics And Summer Markets – Bob Savage – May 31, 2024
- Diversifying Into African Growth – Geoffrey Yu – May 30, 2024
- No Commodity Bulls In China's Shops – Geoffrey Yu – May 29, 2024
- Korea Assets Yet To Reflect Growth Rebound – Wee-Khoon Chong – May 27, 2024
- The US Elections & Risks Across Markets – Bob Savage – May 24, 2024
- Change In The UK On The 4th Of July – Geoffrey Yu – May 23, 2024
- Euro Funding Ample, But Investment Lacking – Geoffrey Yu – May 22, 2024
- Confronting The US Stagflation Meme – John Velis PhD – May 20, 2024
- Mexico Election Risks & The Peso – Bob Savage – May 17, 2024
- Sentiment Boost For China Real Estate Sector – Wee-Khoon Chong – May 16, 2024
- Liquidity Differentials More Assertive – Geoffrey Yu – May 15, 2024
- Household Restraint Selectively Emerging – Geoffrey Yu – May 13, 2024
- Fiscal Dominance And iFlow – Bob Savage – May 10, 2024
- Indonesia Growth Profile Steady And Promising –Wee-Khoon Chong – May 9, 2024
- BoE Moving Towards 'Live', Slowly – Geoffrey Yu – May 8, 2024
- Stag' More Worrying Than '-flation' – Geoffrey Yu – May 6, 2024
- Seasonal Risk And iFlow – Bob Savage – May 2, 2024
- China PMIs, Asset Flows Show Sentiment Shift – Wee-Khoon Chong – May 2, 2024
- Special Edition: FOMC Not So Hawkish After All – John Velis PhD – May 1, 2024
- Intervention Risks Add To Focus On Treasuries – Geoffrey Yu – May 1, 2024
- Robust US Growth And Inflation – John Velis PhD – April 29, 2024
- Are Utilities The Hedge For IT And AI? – Bob Savage – April 26, 2024
- APAC On Alert To Safeguard FX Stability – Wee-Khoon Chong – April 25, 2024
- Services 'Strength' Cannot Sustain The Eurozone – Geoffrey Yu – April 24, 2024
- Fiscal Blockages Along Last Mile Of Inflation – Geoffrey Yu – April 22, 2024
- Global Elections And FX Volatility – Bob Savage – April 19, 2024
- On APAC FX Volatility & China Q1 GDP – Wee-Khoon Chong – April 18, 2024
- China's Role In Commodity Price Surge Limited – Geoffrey Yu – April 17, 2024
- Fed Call Change: First Rate Cut In September – John Velis PhD – April 15, 2024
- Special Briefing: Israel-Hamas-Iran & Markets – Bob Savage – April 14, 2024
- The Commodities Super Squeeze Of 2024 – Bob Savage – April 12, 2024
- Rebound In China PMIs May Have Legs – Wee-Khoon Chong – April 11, 2024
- ECB Preview: June Rate Cut To Be Reaffirmed – Geoffrey Yu – April 8, 2024
- Diversifying Exceptionalism – Geoffrey Yu – April 8, 2024
- Equities Outlook For Second Quarter Of 2024 – Bob Savage – April 5, 2024
- Currency Trees In China's Easing Wood – Geoffrey Yu – April 4, 2024
- Strong Household, Late ECB Constrain NBP – Geoffrey Yu – April 3, 2024
- US Inflation And Jobs -- Slowing – John Velis PhD – April 1, 2024
- Reassessing Disinflation Trends In APAC – Wee-Khoon Chong – March 28, 2024
- New Policy Regimes To Accentuate FDI Trends – Geoffrey Yu – March 27, 2024
- Seeking The Next Surprise – Geoffrey Yu – March 25, 2024
- China Equities Get Vote Of Confidence – Wee-Khoon Chong – March 21, 2024
- UK Households' Resilience To Challenge BoE – Geoffrey Yu – March 20, 2024
- Clarity Elusive Amid Central Bank Bonanza – Geoffrey Yu – March 18, 2024
- Asset Allocation And The Four Ds – Bob Savage – March 15, 2024
- Reflating Japan Can Lift Many Boats – Geoffrey Yu – March 14, 2024
- Jordan Prepares To Land Last SNB Flight – Geoffrey Yu – March 13, 2024
- US Job Market Coming Back Into Better Balance – John Velis PhD – March 11, 2024
- Equity Sectors And The Business Cycle – Bob Savage – March 8, 2024
- Takeaways From China’s Annual Two Sessions – Wee-Khoon Chong – March 7, 2024
- Special Briefing: Egyptian Pound Devalues – Geoffrey Yu – March 6, 2024
- ECB Needs To Set Bar For Easing – Geoffrey Yu – March 6, 2024
- Revisiting Rate Optionality – Geoffrey Yu – March 4, 2024
- US-China-Latin America: Trade & Commodities – Bob Savage – March 1, 2024
Short Thoughts
- Will T-bill Supply Generate Its Own Demand? July 23, 2024
- T-bill Supply and Liquidity Concerns, July 16, 2024
- Liquidity Strains? July 9, 2024
- The Fed, France, and Trump, July 2, 2024
- Treasury Basis Trade Endures, June 25, 2024
- Sea Change in Cross-Border US Treasury Flows, June 18, 2024
- June FOMC Preview, June 11, 2024
- Discount Window Stigma & The Transition To Ample Reserves, June 4, 2024
- Focus On r* Returns, May 28, 2024
- US Treasury Market Inferences From iFlow, May 21, 2024
- US Bank Reserves Riddle: Abundant To Ample, May 14, 2024
- Drainage Of New York Fed's RRP Pauses, May 7, 2024
- FOMC Preview -- Hawkishness Expected, April 30, 2024
- Leverage In UST Basis Trade & Private Credit, April 23, 2024
- New Rate Call & New iFlow Indicator, April 16, 2024
- What's Causing The Rise In US Yields?, April 9, 2024
- US Tax Day Approaches, April 2, 2024
- Fed On The Cusp Of Quantitative Tapering, March 26, 2024
- FOMC Preview - March Toward Cuts?, March 19, 2024
- On The Fed's SOMA And T-bills, March 12, 2024
- Fed QT & RRP, And The TGA, March 5, 2024
- On Current US Repo Market Stability And QT, February 27, 2024
- Smaller US Banks In The Spotlight, February 20, 2024
- Drawdown Of Fed's RRP Takes A Breather, February 13, 2024
- First Fed Rate Cut Now Expected May 1, February 6, 2024
- FOMC Preview: No Answers, Plenty Of Questions, January 30, 2024
- Fed's Discount Window In The Spotlight, January 23, 2024
- End Of Fed's BTFP To Have Only Minor Effects, January 16, 2024
- Fed QT Discussion Begins, January 9, 2024
- Checking In On The Federal Reserve's QT, December 19, 2023
- December FOMC Preview: Fed Versus Markets, December 12, 2023
- US Financing Rates Edge Higher, December 5, 2023
- The Fed's Financial Conditions Dilemma, November 28, 2023
- Asset Transformation, Deposits & Reserves, November 21, 2023
- Calibrating The Fed View For 2024, November 14, 2023
- Fed QT To Continue Well Into 2024, November 7, 2023
- FOMC & Treasury Refunding Previews, October 31, 2023
- Term Premium Keeps Rising, Pushing Yields Higher, October 24, 2023
- Watching RRP Drain, October 17, 2023
- No Fed Hike In November, October 10, 2023
- Econ 101 Lessons & The US Bond Selloff, October 3, 2023
- Behind The Rise In Treasury Yields, September 26, 2023
- FOMC Preview – Dot Dynamics, September 19, 2023
- US Household Credit Tightening, September 12, 2023
- Drainage From Fed's RRP Resumes, September 5, 2023
- US Bank Reserves Scarcity Revisited, August 29, 2023
- Don't Expect Fireworks At Jackson Hole, August 22, 2023
- Increased Supply Cheapens T-Bill Curve, August 15, 2023
- Fun At Both Ends Of The Treasury Curve, August 8, 2023
- US Funding Needs And Lending Standards, August 1, 2023
- July Hike Should End This Fed Rate Cycle, July 25, 2023
- US Banks' Net Interest Income In Focus, July 18, 2023
- Balance Sheet Arithmetic & Reserve Shrinkage, July 11, 2023
- US Treasury Market Supply And Demand, June 27, 2023
- Refilling The Coffers, June 20, 2023
- FOMC Preview - Hold, Skip Or Pause?, June 13, 2023
- Preparing For The Flood, June 6, 2023
- After A Debt Ceiling Deal — Now What?, May 30, 2023
- Markets Seem Sanguine On Ceiling, May 23, 2023
- Kink In The Curve, May 16, 2023
- US Debt Deadline Draws Closer, May 9, 2023
- FOMC Preview: One And Maybe Done, May 2, 2023
- Debt Ceiling And Taxes, April 25, 2023
Macro Investor Trends
- Key Policy, Political and Economic Risks, July 23, 2024
- Tracking Change In 2024 With iFlow, April 24, 2024
- 2024 Key Risk Themes, January 17, 2024
iFlow Vision
- Tracking Change In 2024 With iFlow, April 24, 2024
- NAVIGATING 2024 WITH IFLOW, September 17, 2023
- "iFlow EM Expansion Introducing An EM Fixed Income Aggregate Flow Index", October 5, 2023
- "Expanding iFlow ForFixed Income: The next generationof flow metrics", October 3, 2023
- Demystifying Market Consensus: Cash Still King, June 6, 2023
- Conviction, Where art thou?, March 7, 2023
- 2023 Macro Themes, November 29, 2022
- iFlow Equities 2.0 Mapping Styles and Sectors for International Equities, October 10, 2022
- Monitor and Weekly Revamp, September 7, 2022
- 2022 Macro Themes: Half-Time Assessment, June 29, 2022
- Introducing iFlow Green 2.0, June 23, 2022
- iFlow Equities 2.0 Introducing Style Flows, June 14, 2022
- Introducing iFlow Mood, April 13, 2022
- Introducing iFlow Equities 2.0, February 16, 2022
- 2022 Macro Themes: Wondrous Growth and Inflation, November 30, 2021
- Introducing TIDE, August 17, 2021
- iFlow Vision: China’s Bond Market, July 30, 2021
- 2021 Macro Themes Mid-Year Update: Bottlenecks Everywhere, June 22, 2021
- iFlow Green: 2021 Update, June 17, 2021
- April 2021 Macro Salon Session Notes: Day 1, April 21, 2021
- April 2021 Macro Salon Session Notes: Day 2, April 21, 2021
- April 2021 Macro Salon Session Notes: Day 3, April 21, 2021
- Introducing iFlow EM, April 07, 2021
- iFlow Hedge: FX Hedging in the Great Lockdown, January 26, 2021
- Introducing iFlow PnL, January 21, 2021
- 2021 Macro Themes, December 01, 2020
- China: A Five-Year Plan, A 15-Year Vision, November 12, 2020
- Navigating iFlow Monitor, October 29, 2020
- Introducing iFlow Hedge, October 20, 2020
- Introducing iFlow Green, September 09, 2020
- 2020: Investing Forever Changed, August 12, 2020
- iFlow Cloud, May 26, 2020
- iFlow Carry, January, 2020
- iFlow Trend, January, 2020
- iFlow Value, January, 2020
- 2020 Macro Themes, January, 2020