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Capital Flows
Macro and markets commentator focused on capital flow frameworks and liquidity attribution, known for publishing market analysis on social platforms under the Capital Flows moniker.
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11 snips
Jan 22, 2026
• 1h 2min
Where will the marginal liquidity come from in 2026? (w/ Michael Howell & Capital Flows)
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Joining the discussion are Michael Howell, a financial expert with over 40 years of experience, and Capital Flows, a macro commentator focused on capital flow frameworks. They delve into the current state of market liquidity and the significance of cross-border capital flows. Topics include Japan's unique fiscal strategies, China's monetary policies, and the future prospects for Bitcoin amid shifting market dynamics. They also explore the contrasting liquidity scenarios in the U.S. and Japan, and ponder the possibilities of a Goldilocks economy.
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