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Cashflow Currents was created
to be your compass

The global economy is a complex river of money, power, and policy, and it's easy to feel lost in the rapids. We believe an informed investor doesn't just read the headlines; they understand the geopolitical
forces creating them. Our mission is to bridge the gap between
global affairs and your personal financial decisions.

Commodities • Inflation • Currencies • Policy • Geopolitics • Markets • Commodities • Inflation

Each edition is meticulously researched and crafted to give you the context you need.

We break down key international events, connect the dots between geopolitical shifts and their direct effects on markets-from commodity prices to inflation-and deliver clear, actionable takeaways you can apply to your strategy. This goes beyond the news and helps you spot risks and opportunities before the crowd does.

Our approach is built on a foundation of deep research and a commitment to clarity. We distill complex information into engaging, high-retention essays that are easy to understand.

With Cashflow Currents, you'll gain the insight and foresight to navigate the ever-changing global landscape with confidence.

Amine Errami

I'm Amine Errami, and I speak the language of men, machinery, and finance. With a background in both academia and the corporate world, my career has been a journey through the powerful forces that shape our world.

As a CFA charterholder, an active member of the CFA Society Germany, and an expert in Model and Market Risk at UBS, I work at the intersection of quantitative analysis and real-world market dynamics. My experience spans from academic research in Behavioral Economics-studying the human element of finance-to hands-on financial consulting, where I focused on portfolio management and compliance.

My passion lies in breaking down complex, often arcane ideas into clear, accessible language. Whether you're a seasoned professional or simply intellectually curious, I'm here to guide you. I believe true understanding comes from exploring the full gamut of how the world works-politically, economically, and socially.

Georgia’s AI Power Play

Dec 8, 2025

•

6 min read

Georgia’s AI Power Play

Who Pays for the Next 10,000 Megawatts?

Amine Errami
Amine Errami
Adjusted Funds Flow Is Replacing Net Income — And Here’s Why It Matters

Dec 5, 2025

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4 min read

Adjusted Funds Flow Is Replacing Net Income — And Here’s Why It Matters

More companies are shifting away from net income and using adjusted funds flow instead, because it reveals how much cash the business truly generates — not just what it reports on paper.

Amine Errami
Amine Errami
Bank Credit Is Tightening — And Small Businesses Are Feeling the Cash-Flow Strain

Dec 3, 2025

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4 min read

Bank Credit Is Tightening — And Small Businesses Are Feeling the Cash-Flow Strain

Banks are raising lending standards, tightening credit lines, and demanding stronger financials — a shift that’s making it harder for small businesses to manage cash flow and fund growth.

Amine Errami
Amine Errami
Working-Capital Loans Are Becoming a Lifeline — But They Can Also Squeeze Cash Flow

Dec 2, 2025

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4 min read

Working-Capital Loans Are Becoming a Lifeline — But They Can Also Squeeze Cash Flow

Working-capital loans are helping small businesses smooth cash flow, cover payroll, and manage slow periods — but high rates and short repayment terms mean they can also create new financial pressure if owners aren’t careful.

Amine Errami
Amine Errami
Timken’s Free Cash Flow Jump Signals a Shift in How Industrial Firms Are Managing Uncertainty

Dec 1, 2025

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4 min read

Timken’s Free Cash Flow Jump Signals a Shift in How Industrial Firms Are Managing Uncertainty

Timken’s latest quarterly results show a major rise in free cash flow, revealing how industrial companies are using efficiency, cost control, and disciplined investment to stay strong in a choppy economic climate.

Amine Errami
Amine Errami
The European Debt Trap and Rising Yield Risk

Nov 28, 2025

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9 min read

The European Debt Trap and Rising Yield Risk

From ‘Whatever It Takes’ to Whatever It Costs: How the ECB’s Cornucopia of Monetary Tools Became Europe’s Permanent Debt-Regime Sustainers

Amine Errami
Amine Errami
Walmart’s Q3 FY26 — Omnichannel Strength in a Shifting Consumer Cycle

Nov 26, 2025

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4 min read

Walmart’s Q3 FY26 — Omnichannel Strength in a Shifting Consumer Cycle

America’s largest retailer just delivered another quarter of steady growth, but the real story sits beneath the top line: the consumer is changing, and Walmart’s capital strategy is evolving with it.

Amine Errami
Amine Errami
Kraken’s $800M Raise — Fintech’s New Math on Cash Flow and Growth

Nov 24, 2025

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4 min read

Kraken’s $800M Raise — Fintech’s New Math on Cash Flow and Growth

Fintech isn’t freezing — it’s fragmenting. And Kraken’s monster $800 million capital raise shows which side of the divide is winning.

Amine Errami
Amine Errami
The Carry Trade Comes Back to Earth

Nov 21, 2025

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3 min read

The Carry Trade Comes Back to Earth

For most of 2023–2025, global investors harvested carry returns from high-yielding EM currencies while funding in low-rate stalwarts like the yen and franc.

Amine Errami
Amine Errami
The Soft-Landing Illusion

Nov 19, 2025

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4 min read

The Soft-Landing Illusion

The global economy spent most of 2025 balancing on a narrative that felt reassuring: inflation cooling, consumption holding up, markets adjusting calmly.

Amine Errami
Amine Errami
Britannia Adrift: Two Decades of Political Upheaval, Economic Unravelling, and Social Divide

Nov 17, 2025

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12 min read

Britannia Adrift: Two Decades of Political Upheaval, Economic Unravelling, and Social Divide

North London, 21st February 2016 — a herd of journalists surrounded the then mayor of the city, Boris Johnson, as he announced he would throw his weight behind the exit campaign – out of conviction or sheer pragmatism – in one of the most iconic political scenes that changed the UK’s destiny forever. How, over generations, have identity politics, structural economic vulnerabilities, and gaping inequalities reshaped today’s Britain?

Amine Errami
Amine Errami
From Silicon to Sovereignty: The Semiconductor Geopolitics of 2025

Nov 15, 2025

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4 min read

From Silicon to Sovereignty: The Semiconductor Geopolitics of 2025

Chips have become the new oil — scarce, strategic, and fiercely contested. In the race for technological self-sufficiency, semiconductors have become both the weapon and the prize.

Amine Errami
Amine Errami
Dollar Hegemony Under Pressure: De-Dollarisation, Geopolitics & Reserve Alternatives

Nov 12, 2025

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4 min read

Dollar Hegemony Under Pressure: De-Dollarisation, Geopolitics & Reserve Alternatives

Washington’s debt habit is getting harder to fund. As foreign investors show signs of hesitation, the market is quietly asking: how long can America rely on the kindness of creditors?

Amine Errami
Amine Errami
AI's Addiction Problem: Chips, Power, and Water

Nov 4, 2025

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5 min read

AI's Addiction Problem: Chips, Power, and Water

Building smarter AI means fighting over chips, electricity, and water. Welcome to the new resource wars.

Amine Errami
Amine Errami
Trump's Back And So Are the Trade Wars

Oct 30, 2025

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5 min read

Trump's Back And So Are the Trade Wars

Tariffs are making a comeback, and this time, the world isn't taking it lying down.

Amine Errami
Amine Errami
China’s Push for Technological Sovereignty

Oct 24, 2025

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3 min read

China’s Push for Technological Sovereignty

In a world where chips, data, and AI define power, Beijing is building an empire of self-reliance.

Amine Errami
Amine Errami
Petrostate Paradox: Oil’s Boom Amid a Green Transition

Oct 23, 2025

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3 min read

Petrostate Paradox: Oil’s Boom Amid a Green Transition

Record profits meet waning political patience as fossil fuel giants navigate the twilight of carbon capitalism.

Amine Errami
Amine Errami
The Silicon Frontier: AI, Chips, and the New Cold War

Oct 21, 2025

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4 min read

The Silicon Frontier: AI, Chips, and the New Cold War

In the race for AI supremacy, semiconductors are the new oil Taiwan remains the fault line.

Amine Errami
Amine Errami
Pax Nipponica: Inflation, Yen, and Japan's Positioning in a Fractured World

Oct 17, 2025

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8 min read

Pax Nipponica: Inflation, Yen, and Japan's Positioning in a Fractured World

The long-standing oxymoron of “Japan and inflation” is nearing obsolescence.

Amine Errami
Amine Errami
France in Financial Limbo: What a Budget Vacuum Means for Euro Markets

Oct 16, 2025

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4 min read

France in Financial Limbo: What a Budget Vacuum Means for Euro Markets

Political paralysis in Paris is sending ripples through Europe’s bond markets — and testing investor faith in the euro’s fiscal core.

Amine Errami
Amine Errami
Bitcoin’s New Role: From Outlier to Correlated Asset

Oct 14, 2025

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4 min read

Bitcoin’s New Role: From Outlier to Correlated Asset

The crypto rebel is behaving more like a macro instrument — and that changes the playbook.

Amine Errami
Amine Errami
The Yen’s Breaking Point: Japan’s Silent Battle with the Global Rate Regime

Oct 10, 2025

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4 min read

The Yen’s Breaking Point: Japan’s Silent Battle with the Global Rate Regime

Subtitle: Yield curve control is cracking — and global markets are feeling the tremors.

Amine Errami
Amine Errami
The Next Inflation Shock: Why Global Supply Chains Are Quietly Reigniting Price Pressures

Oct 9, 2025

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3 min read

The Next Inflation Shock: Why Global Supply Chains Are Quietly Reigniting Price Pressures

The soft-landing consensus ignores a hard reality — supply constraints aren’t over.

Amine Errami
Amine Errami
Oil’s Geopolitical Squeeze: Why Crude Is Surging and What That Means for You

Oct 6, 2025

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3 min read

Oil’s Geopolitical Squeeze: Why Crude Is Surging and What That Means for You

Supply tightness, conflict risk, and persistent demand are combining to put oil back at the frontlines of macro.

Amine Errami
Amine Errami

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