The Bid: Is the U.S. Leading a New Market Regime?
The synchronized global economic expansion rolls on, but with material changes from last year. Impending fiscal stimulus has boosted an already strong U.S. economy, and markets seem to be waking up to the return of U.S. inflation. All of this begs the question: Is the U.S. leaping ahead, or is the rest of the world falling behind?
In this episode of The Bid, Chief Investment Strategist Richard Turnill joins us to discuss the shift in momentum from global to domestic, and what this might mean for markets.