Free clip: When the positives are all priced

  • Free excerpt from 22 Jan webinar
  • The US economy is indeed exceptional
  • But the performance of its markets owes just as much to an extraordinary funnelling of fund flows
  • Dissecting the drivers of these flows sheds crucial light on the durability or otherwise of the risk rally
  • Free to view by all; full replay available only to clients with Group Webinar or One-on-One subscriptions

Is the remarkable performance of risk, and especially of US equities, set to continue this year - or is it already faltering? And if so, what are the reasons for it?

Consensus tends to see the risk rally primarily in terms of fundamentals and US exceptionalism, but we think there's more to it than that. Analyzing money creation and money rotation sheds light not only on last year's performance, but even on the past month's unusual oscillations and hence on the outlook. 

This free-to-view video comprises the first section of the presentation only. The full webinar replay, including Q&A, is available only to clients with Group Webinar and One-on-One access.

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