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U.S. asset flows

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 14, 2025 by Marko Papic · across every show →

Everything said about U.S. asset flows, oldest first

Apr 14, 2025 bearish
Opinion
Papic: US asset outperformance driven by post-2020 fiscal spending is over
“It's the fiscal gravy train that gave us exceptionalism of the U.S. Asset flows from 20 20 to 20 25. That's over.”
Marko Papic Apr 14, 2025 ▶ 11:24 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
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