05 · CANONICAL RESEARCH DESK
Cross-Border Flows
USD/JPY · SWF ALLOCATIONS · REVERSE REPO · SOFR-FEDFUNDS
Tracking where capital actually clears. Surveillance of the $100T+ Money Manager reservoirs, dark liquidity pools, and central bank swap line usage.
LINKED SOVEREIGN PORTFOLIOS:
YEN SNAPS CARRY · APEX ALLOCATORS · REVERSE REPO DRAIN
LIVE MARKET STORIES & BIG MONEY FLOWS
CAPITAL FLOW PLAY · CARRY TRADE
Bank of Japan Rate Normalization & Global Carry Unwind
Decades of cheap Yen borrowing unwinding violently, forcing leveraged global funds to repatriate capital back into domestic Japanese instruments.
CAPITAL FLOW PLAY · SOVEREIGN WEALTH
Gulf & Nordic Sovereign Wealth Transition to Hard Assets
Allocating hundreds of billions away from paper fixed-income into physical mining concessions, semiconductor foundries, and private power grids.