The Regime Map

Where geopolitics is pushing capital. Formerly Capital Flows.

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The Regime Map (formerly Capital Flows) is a daily brief on how geopolitics moves markets. Each morning: a free summary of the day's regime (the war premium in the oil curve, Fed pricing, metals, the yen) plus a paid section with a full regime dashboard, pre-registered markers measured on official settlements, what would confirm or weaken each read, and claim-mapped sources. Written for readers who want the causal chain rather than headlines: which channel moved the price, what the settlement says versus the intraday gap, and which scheduled verdict comes next.

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Devin Arkema

Featured Issue

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The war reached Saudi oil this weekend. Nothing has priced it yet.

Where geopolitics is pushing capital · Sunday, July 26, 2026

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