Hot US data are pulling capital flows back home. The US share of the All Country World (ACW) MSCI is at 63.7%, well off the early-2025 peak of 67.4% but firming again. Europe’s share has slipped to 13.8% and Japan’s to 5.0% (chart). EmergingRead More
GLOBAL MARKETS CALL: ‘Go Global’ Getting Fried By Rising Fed Rate Hike Expectations
