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Capital Axis.
Monthly capital intelligence for institutional investors. The month in capital: the defining number, the chart that mattered, who moved markets, and the cover thesis dissected. Issued monthly, in the first full week.
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Cover thesis
In one June week, four central banks turned hawkish even as oil collapsed. That was the month the disinflation era ended, and India, hit hardest, chose to diverge.
- · The Regime Break: the week the disinflation era ended
- · The Power Bill: AI's $725bn constraint
- · India's Divergence: the bank that held
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