American Exceptionalism: Is the U.S. Rebounding?
Real Vision: Finance & Investing
00:00
US Gasoline Consumption and the US Outperformance in Asset Markets
This chapter discusses the discrepancy between the reported drop in US gasoline consumption and high frequency indicators suggesting strong transportation fuel consumption. It also explores the reasons behind the US outperformance in asset markets, including the divergence in pandemic policies and fiscal measures between the US and Europe, and the US energy policy being less risky and dependent on the rest of the world.
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Transcript
