We see that outflows from the US and they have to go somewhere in the rest of the world and if you are a market that is largely domestically oriented, so not so much exposed to trade and you have a stock market that has already actually come off and where valuations look a little bit more reasonable than they were a year ago, then of course these things start to look quite interesting.
Chicago Fed President Goolsbee rejects calls for Fed rate cuts to ease US debt burden
Chicago Fed President Austan Goolsbee rejected calls for interest-rate cuts to ease the US government’s debt burden, warning that such a move could fuel inflation
September 21, 2026