Capital flows are hitting unprecedented levels globally. We're seeing inflows exceed $18 trillion—a scale that reshapes market dynamics. Simultaneously, energy costs have compressed sharply, with gasoline trading near $1.99 per gallon. These macro signals matter for investors. Strong capital availability typically fuels risk asset demand, while cheaper energy reduces inflationary pressure. For markets driven by macro cycles and sentiment, this backdrop of abundant liquidity combined with cooling input costs creates an interesting environment. Whether this momentum sustains depends on whether structural economic conditions can support these flows long-term.