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 EpisodesWHAT DRIVES CURRENCIES?Jan 12 • Russell ClarkWHAT IS TRUMP'S PLAN?Jan 9 • Russell ClarkWHAT I LEARNT FROM TAKING THE KIDS TO JAPANJan 8 • Russell ClarkDECEMBER REVIEWJan 7 • Russell ClarkRANDOM THOUGHTS : CAN AMERICA BECOME POOR?Dec 29, 2025 • Russell ClarkRANDOM THOUGHTS: IS TECHNOLOGY DRIVING THE "DEINSTITUTIONALISATION" OF SOCIETY?Dec 24, 2025 • Russell ClarkIF PRO-LABOUR THEORY IS CORRECT - NOW IS THE TIME TO SHORTDec 19, 2025 • Russell ClarkIS IT TIME TO SHORT AI?Dec 18, 2025 • Russell Clark