The Fed Will Choose Inflation Over Recession | Vincent Deluard
Monetary Matters with Jack Farley
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Shifting Global Capital Dynamics
This chapter examines the changing landscape of global capital allocation and the implications of declining U.S. exceptionalism, including capital repatriation trends and heavy investment flows into U.S. stocks. It discusses the underperformance potential of U.S. markets due to concentrated investments, while also highlighting bullish prospects in undervalued sectors like energy and growth opportunities outside the U.S.
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