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Are we nearing the end of US exceptionalism in asset markets?
Episode 324
Published 4 months, 3 weeks ago
Description
Today’s Macro Minute breaks down why U.S. exceptionalism in asset markets is likely to persist despite mounting global disruptions. Darius Dale highlights how a combination of slowing growth, sticky inflation, and a tightening labor market is keeping the Fed on hold, while geopolitical stress—particularly around the Strait of Hormuz—is reshaping the global liquidity cycle.