Macro & Flows by Orestes Capital

Macro & Flow: The Weekly NarrativeBy Orestes Capital ManagementCut through the noise. Find the signal. Follow the flow.In an era of information overload, Macro & Flow provides the definitive institutional briefing for the sophisticated investor. Hosted by Marcus and Elena, this weekly deep dive moves beyond headlines to analyze the structural forces driving global markets.Each episode is anchored by the proprietary OCM PCA Model, our quantitative engine for identifying shifting macro regimes, factor loadings, and policy liquidity trends.