iFlow Insights Archive
Daily Flows
- Daily Flows (PDF 2,010 KB), April 24, 2024
- Daily Flows (PDF 2,006 KB), April 23, 2024
- Daily Flows (PDF 2,007 KB), April 22, 2024
- Daily Flows (PDF 2,003 KB), April 19, 2024
- Daily Flows (PDF 2,008 KB), April 18, 2024
- Daily Flows (PDF 2,009 KB), April 17, 2024
- Daily Flows (PDF 2,008 KB), April 16, 2024
- Daily Flows (PDF 2,006 KB), April 15, 2024
- Daily Flows (PDF 2,006 KB), April 12, 2024
- Daily Flows (PDF 1,998 KB), April 11, 2024
- Daily Flows (PDF 2,005 KB), April 10, 2024
- Daily Flows (PDF 2,009 KB), April 9, 2024
- Daily Flows (PDF 1,998 KB), April 8, 2024
- Daily Flows (PDF 2,025 KB), April 5, 2024
- Daily Flows (PDF 2,007 KB), April 4, 2024
- Daily Flows (PDF 2,009 KB), April 3, 2024
- Daily Flows (PDF 2,009 KB), April 2, 2024
- Daily Flows (PDF 2,009 KB), April 1, 2024
- Daily Flows (PDF 2,033 KB), March 25, 2024
- Daily Flows (PDF 2,002 KB), March 18, 2024
- Daily Flows (PDF 2037 KB), March 14, 2024
- Daily Flows (PDF 2040 KB), March 13, 2024
- Daily Flows (PDF 2045 KB), March 12, 2024
- Daily Flows (PDF 1376 KB), March 11, 2024
- Daily Flows (PDF 1385 KB), March 8, 2024
- Daily Flows (PDF 1367 KB), March 7, 2024
- Daily Flows (PDF 1431 KB), March 6, 2024
- Daily Flows (PDF 2026 KB), March 5, 2024
- Daily Flows (PDF 2032 KB), March 4, 2024
- Daily Flows (PDF 282 KB), March 1, 2024
Weekly Flows and Holdings
- Weekly Flows and Holdings, (PDF 1,166 KB), April 21, 2024
Week Ahead
- iFlow Weekly, (PDF 1,166 KB), April 21, 2024
- iFlow Weekly, (PDF 1,252 KB), April 14, 2024
- iFlow Weekly, (PDF 1,356 KB), April 7, 2024
- iFlow Weekly, (PDF 1,301 KB), March 31, 2024
- iFlow Weekly, (PDF 995 KB), March 24, 2024
- iFlow Weekly, (PDF 1,220 KB), March 18, 2024
- iFlow Weekly, (PDF 1,394 KB), March 10, 2024
- iFlow Weekly, (PDF 1,057 KB), March 3, 2024
- iFlow Weekly, (PDF 1,743 KB), February 27, 2024
- iFlow Weekly, (PDF 1,675 KB), February 18, 2024
- iFlow Weekly, (PDF 1,507 KB), February 11, 2024
- iFlow Weekly, (PDF 1,781 KB), February 4, 2024
Macro Review (monthly)
- iFlow Monthly (PDF 948 KB), November, 2023
- iFlow Monthly (PDF 598 KB), October, 2023
- iFlow Monthly (PDF 618 KB), September, 2023
- iFlow Monthly (PDF 399 KB), July, 2023
- iFlow Monthly (PDF 388 KB), June, 2023
- iFlow Monthly (PDF 1,270KB), January, 2023
- iFlow Monthly (PDF 450 KB), November, 2022
- iFlow Monthly (PDF 295 KB), October, 2022
- iFlow Monthly (PDF 1336 KB), September, 2022
- iFlow Monthly (PDF 1268 KB), August, 2022
- iFlow Monthly (PDF 1142 KB), July, 2022
- iFlow Monthly (PDF 302 KB), May, 2022
- iFlow Monthly (PDF 324 KB), April, 2022
- iFlow Monthly (PDF 327 KB), March, 2022
- iFlow Monthly (PDF 285 KB), January, 2022
- iFlow Monthly (PDF 260 KB), December, 2021
- iFlow Monthly (PDF 378 KB), November, 2021
- iFlow Monthly (PDF 269 KB), October, 2021
- iFlow Monthly (PDF 300 KB), September, 2021
- iFlow Monthly (PDF 442 KB), August, 2021
- iFlow Monthly (PDF 341 KB), July, 2021
- iFlow Monthly (PDF 341 KB), June, 2021
- iFlow Monthly (PDF 341 KB), May, 2021
- iFlow Monthly (PDF 343 KB), April, 2021
- iFlow Monthly (PDF 340 KB), March, 2021
- iFlow Monthly (PDF 367 KB), February, 2021
- iFlow Monthly (PDF 363 KB), January, 2021
- iFlow Monthly (PDF 370 KB), December, 2020
- iFlow Monthly (PDF 445 KB), November, 2020
Markets Morning Call
- 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
- Contradictions – Bob Savage – April 2, 2024
- No Fools – Bob Savage – April 1, 2024
- Good vs. Bad – Bob Savage – March 29, 2024
- Maundy – Bob Savage – March 28, 2024
- Rolling – Bob Savage – March 27, 2024
- Flat – Bob Savage – March 26, 2024
- In the Middle – Bob Savage – March 25, 2024
- Changing – Bob Savage – March 22, 2024
- Surprises – Bob Savage – March 21, 2024
- Birds – Bob Savage – March 20, 2024
- New Era – Bob Savage – March 19, 2024
- Rethinking – Bob Savage – March 18, 2024
- Ides – Bob Savage – March 15, 2024
- Exuberance – Bob Savage – March 14, 2024
- Bubbles – Bob Savage – March 13, 2024
- Inflated – Bob Savage – March 12, 2024
- Insufficient – Bob Savage – March 11, 2024
- Half The Sky – Bob Savage – March 8, 2024
- Followers – Bob Savage – March 7, 2024
- Overload – Bob Savage – March 6, 2024
- Superlatives – Bob Savage – March 5, 2024
- Divides – Bob Savage – March 4, 2024
- March On – Bob Savage – March 1, 2024
- Leaps – Bob Savage – February 29, 2024
- Sentimental – Bob Savage – February 28, 2024
- Timidity – Bob Savage – February 27, 2024
- Wood – Bob Savage – February 26, 2024
- Landings – Bob Savage – February 23, 2024
- Tipping Points – Bob Savage – February 22, 2024
- Whales – Bob Savage – February 21, 2024
- Ponies – Bob Savage – February 20, 2024
- Security – Bob Savage – February 16, 2024
- Growth – Bob Savage – February 15, 2024
- Talking – Bob Savage – February 14, 2024
- Waning – Bob Savage – February 13, 2024
- Lackluster – Bob Savage – February 12, 2024
- Prosperity – Bob Savage – February 9, 2024
- Holding Pattern – Bob Savage – February 8, 2024
- Subtext – Bob Savage – February 6, 2024
- Pushback – Bob Savage – February 5, 2024
- Shadows – Bob Savage – February 2, 2024
- Impatience – Bob Savage – February 1, 2024
Morning Briefing
- 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
- China Sentiment On The Mend – Wee-Khoon Chong – February 29, 2024
- Demand Weakness Clear In Eurozone Imports – Geoffrey Yu – February 28, 2024
- The Fed's 1994 Tightening Cycle In Perspective – John Velis PhD – February 26, 2024
- LatAm FX: Gauging The Risks & Rewards – Bob Savage – February 23, 2024
- Indonesia Election & BI Policy Update – Wee-Khoon Chong – February 22, 2024
- Securing Seigniorage – Geoffrey Yu – February 21, 2024
- Participation, Remuneration And Taxation – Geoffrey Yu – February 19, 2024
- FX Volatility, Growth And Inflation – Bob Savage – February 16, 2024
- China Credit Data Constructive – Wee-Khoon Chong – February 15, 2024
- The Ongoing Evolution Of China's FX Inflows – Geoffrey Yu – February 14, 2024
- A Lot Going On In Canada – John Velis PhD – February 12, 2024
- Shipping, Net Zero And Inflation – Bob Savage – February 9, 2024
- Tourism Revival A Boost For ASEAN Economies – Wee-Khoon Chong – February 8, 2024
- Pharma Haven Currencies – Geoffrey Yu – February 7, 2024
- The Struggle To Tame Services Demand – Geoffrey Yu – February 5, 2024
- APAC PMIs Improve; South Korea Exports, Too – Wee-Khoon Chong – February 2, 2024
- January FOMC: Greater Confidence – John Velis PhD – February 1, 2024
iFlow Vision
- Tracking Change In 2024 With iFlow (PDF 288 KB), April 24, 2024
- NAVIGATING 2024 WITH IFLOW (PDF 723 KB), September 17, 2023
- "iFlow EM Expansion Introducing An EM Fixed Income Aggregate Flow Index" (PDF 367 KB), October 5, 2023
- "Expanding iFlow ForFixed Income: The next generationof flow metrics" (PDF 491 KB), October 3, 2023
- Demystifying Market Consensus: Cash Still King (PDF 584 KB), June 6, 2023
- Conviction, Where art thou? (PDF 551 KB), March 7, 2023
- 2023 Macro Themes (PDF 501 KB), November 29, 2022
- iFlow Equities 2.0 Mapping Styles and Sectors for International Equities (PDF 649 KB), October 10, 2022
- Monitor and Weekly Revamp (PDF 529 KB), September 7, 2022
- 2022 Macro Themes: Half-Time Assessment (PDF 701 KB), June 29, 2022
- Introducing iFlow Green 2.0 (PDF 596 KB), June 23, 2022
- iFlow Equities 2.0 Introducing Style Flows (PDF 548 KB), June 14, 2022
- Introducing iFlow Mood (PDF 505 KB), April 13, 2022
- Introducing iFlow Equities 2.0 (PDF 549 KB), February 16, 2022
- 2022 Macro Themes: Wondrous Growth and Inflation (PDF 720 KB), November 30, 2021
- Introducing TIDE (PDF 615 KB), August 17, 2021
- iFlow Vision: China’s Bond Market (PDF 606 KB), July 30, 2021
- 2021 Macro Themes Mid-Year Update: Bottlenecks Everywhere (PDF 420 KB), June 22, 2021
- iFlow Green: 2021 Update (PDF 478 KB), June 17, 2021
- April 2021 Macro Salon Session Notes: Day 1 (PDF 241 KB), April 21, 2021
- April 2021 Macro Salon Session Notes: Day 2 (PDF 425 KB), April 21, 2021
- April 2021 Macro Salon Session Notes: Day 3 (PDF 334 KB), April 21, 2021
- Introducing iFlow EM (PDF 573 KB), April 07, 2021
- iFlow Hedge: FX Hedging in the Great Lockdown (PDF 406 KB), January 26, 2021
- Introducing iFlow PnL (PDF 608 KB), January 21, 2021
- 2021 Macro Themes (PDF 400 KB), December 01, 2020
- China: A Five-Year Plan, A 15-Year Vision (PDF 309 KB), November 12, 2020
- Navigating iFlow Monitor (PDF 424 KB), October 29, 2020
- Introducing iFlow Hedge (PDF 459 KB), October 20, 2020
- Introducing iFlow Green (PDF 545 KB), September 09, 2020
- 2020: Investing Forever Changed (PDF 246 KB), August 12, 2020
- iFlow Cloud (PDF 506 KB), May 26, 2020
- iFlow Carry (PDF 251 KB), January, 2020
- iFlow Trend (PDF 286 KB), January, 2020
- iFlow Value (PDF 412 KB), January, 2020
- 2020 Macro Themes (PDF 267 KB), January, 2020
Short Thoughts
- New Rate Call & New iFlow Indicator (PDF 218 KB), April 16, 2024
- What's Causing The Rise In US Yields? (PDF 303 KB), April 9, 2024
- US Tax Day Approaches (PDF 277 KB), April 2, 2024
- Fed On The Cusp Of Quantitative Tapering (PDF 812 KB), March 26, 2024
- FOMC Preview - March Toward Cuts? (PDF 377 KB), March 19, 2024
- On The Fed's SOMA And T-bills (PDF 427 KB), March 12, 2024
- Fed QT & RRP, And The TGA (PDF 352 KB), March 5, 2024
- On Current US Repo Market Stability And QT (PDF 778 KB), February 27, 2024
- Smaller US Banks In The Spotlight (PDF 1,334 KB), February 20, 2024
- Drawdown Of Fed's RRP Takes A Breather (PDF 1,191 KB), February 13, 2024
- First Fed Rate Cut Now Expected May 1 (PDF 859 KB), February 6, 2024
- FOMC Preview: No Answers, Plenty Of Questions (PDF 776 KB), January 30, 2024
- Fed's Discount Window In The Spotlight (PDF 985 KB), January 23, 2024
- End Of Fed's BTFP To Have Only Minor Effects (PDF 1,176 KB), January 16, 2024
- Fed QT Discussion Begins (PDF 787 KB), January 9, 2024
- Checking In On The Federal Reserve's QT (PDF 784 KB), December 19, 2023
- December FOMC Preview: Fed Versus Markets (PDF 989 KB), December 12, 2023
- US Financing Rates Edge Higher (PDF 952 KB), December 5, 2023
- The Fed's Financial Conditions Dilemma (PDF 844 KB), November 28, 2023
- Asset Transformation, Deposits & Reserves (PDF 825 KB), November 21, 2023
- Calibrating The Fed View For 2024 (PDF 528KB), November 14, 2023
- Fed QT To Continue Well Into 2024 (PDF 447 KB), November 7, 2023
- FOMC & Treasury Refunding Previews (PDF 473 KB), October 31, 2023
- Term Premium Keeps Rising, Pushing Yields Higher (PDF 487 KB), October 24, 2023
- Watching RRP Drain (PDF 461 KB), October 17, 2023
- No Fed Hike In November (PDF 432 KB), October 10, 2023
- Econ 101 Lessons & The US Bond Selloff (PDF 716 KB), October 3, 2023
- Behind The Rise In Treasury Yields (PDF 520 KB), September 26, 2023
- FOMC Preview – Dot Dynamics (PDF 428 KB), September 19, 2023
- US Household Credit Tightening (PDF 428 KB), September 12, 2023
- Drainage From Fed's RRP Resumes (PDF 360 KB), September 5, 2023
- US Bank Reserves Scarcity Revisited (PDF 437 KB), August 29, 2023
- Don't Expect Fireworks At Jackson Hole (PDF 438 KB), August 22, 2023
- Increased Supply Cheapens T-Bill Curve (PDF 431 KB), August 15, 2023
- Fun At Both Ends Of The Treasury Curve (PDF 414 KB), August 8, 2023
- US Funding Needs And Lending Standards (PDF 457 KB), August 1, 2023
- July Hike Should End This Fed Rate Cycle (PDF 425 KB), July 25, 2023
- US Banks' Net Interest Income In Focus (PDF 418 KB), July 18, 2023
- Balance Sheet Arithmetic & Reserve Shrinkage (PDF 398 KB), July 11, 2023
- US Treasury Market Supply And Demand (PDF 441 KB), June 27, 2023
- Refilling The Coffers (PDF 411 KB), June 20, 2023
- FOMC Preview - Hold, Skip Or Pause? (PDF 408 KB), June 13, 2023
- Preparing For The Flood (PDF 446 KB), June 6, 2023
- After A Debt Ceiling Deal — Now What? (PDF 399 KB), May 30, 2023
- Markets Seem Sanguine On Ceiling (PDF 374 KB), May 23, 2023
- Kink In The Curve (PDF 386 KB), May 16, 2023
- US Debt Deadline Draws Closer (PDF 381 KB), May 9, 2023
- FOMC Preview: One And Maybe Done (PDF 398 KB), May 2, 2023
- Debt Ceiling And Taxes (PDF 556 KB), April 25, 2023
