Capital Flows and Asset MarketsBRUMBY CAPITAL UPDATE19711×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∙ Paid1971ShareSubscribeA 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 TO DO ABOUT YEN?Sep 2 • Russell ClarkI FIND MYSELF UNCONTROLLABLE BULLISH ON JAPANAug 28 • Russell ClarkSOMETHING WICKED THIS WAY COMES - UPDATEAug 25 • Russell ClarkSOMETHING WICKED THIS WAY COMESAug 21 • Russell ClarkIS THE ASIAN SAVINGS GLUT OVER?Aug 20 • Russell ClarkMISHIMA!Aug 18 • Russell ClarkHOW FAR CAN EQUITIES OUTPERFORM BONDS?Aug 14 • Russell Clark