The Regime Map

Where geopolitics is pushing capital. Formerly Capital Flows.

Slide 1

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.

Sent Daily Written in English Paid/Upgradeable Cross Promotions Sponsorships
SubscribersLock iconLock icon
Open RateLock iconLock icon
Click RateLock iconLock icon
Est. Annual RevenueLock iconLock icon
Last UpdatedLock iconLock icon
Added OnLock iconLock icon
Devin Arkema

Track Updates

Get an email when something changes in The Regime Map.

Featured Issue

Close buttonClose button

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

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

Read Past Issues Close buttonClose button

Check out The Regime Map's archive of previous issues of the newsletter.

Tools

Stats

See how this newsletter's subscribers and engagement have changed over time.