Capital Flows and Asset MarketsBRUMBY CAPITAL UPDATE20911×Preview0:00Current time: 0:00 / Total time: -0:13-0:13Audio playback is not supported on your browser. Please upgrade.BRUMBY CAPITAL UPDATEA good monthRussell ClarkSep 01, 2025∙ Paid2091ShareSubscribeA surprisingly good month, despite relative tame macro moves.This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inCapital Flows and Asset MarketsExplaining how capital flows and asset markets workExplaining how capital flows and asset markets workSubscribeListen onSubstack AppRSS FeedAppears in episodeRussell ClarkRecent EpisodesGATES, PRIVATE CREDIT AND ME19 hrs ago • Russell ClarkFROM THE ARCHIVES!Jul 9 • Russell ClarkMY READ OF THE AI TRADEJul 9 • Russell ClarkIS IT FINALLY TIME FOR THE TREASURY MARKET TO CRACK?Jul 8 • Russell ClarkHOW DO MARKETS TOP? HAS THE US TOPPED OUT?Jul 7 • Russell ClarkTRACKING CHINA RETAIL GOLD FLOWSJul 3 • Russell ClarkJUNE UPDATEJul 1 • Russell ClarkA BETTER LEAD ON GOLD PRICEJun 29 • Russell Clark