<p>A strong TIC number can sound bullish for the U.S. dollar, but timing changes the whole story. Michelle and Vox unpack what Treasury International Capital data actually measure, why the release lag matters, and when capital-flow data help as context instead of as a trading signal.</p>

A strong TIC number can sound bullish for the U.S. dollar, but timing changes the whole story. Michelle and Vox unpack what Treasury International Capital data actually measure, why the release lag matters, and when capital-flow data help as context instead of as a trading signal.

S1E117 - When Capital Flows Arrive Too Late to Trade

Thinking in Markets focuses on the structure behind global markets — time, liquidity, and the interaction between futures and cash sessions. From macro instruments like rates and FX to equities across Asia, Europe, and the U.S., each episode turns complex systems into simple, durable frameworks.

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S1E117 - When Capital Flows Arrive Too Late to Trade

S1E117 - When Capital Flows Arrive Too Late to Trade