Share this postCopy linkFacebookEmailNotesMoreCapital Flows and Asset MarketsDEFLATION? REALLY?19Share this postCopy linkFacebookEmailNotesMore1×Preview0:00Current time: 0:00 / Total time: -0:32-0:32Audio playback is not supported on your browser. Please upgrade.DEFLATION? REALLY?Politics continues to point to reflationRussell ClarkApr 04, 2025∙ Paid19Share this postCopy linkFacebookEmailNotesMoreShareSubscribeSome surprisingly big moves in the core theme of the portfolio. What do they mean?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 WITH THE US DOLLAR?Apr 17 • Russell ClarkAM I THE RONNIE O'SULLIVAN OF MACRO?Apr 15 • Russell ClarkRANDOM THOUGHTS AND OBSERVATIONSApr 12 • Russell ClarkBRUMBY CAPITAL UPDATEApr 11 • Russell ClarkMarket Update With Russell ClarkApr 11 • Russell Clark and Maggie LakeWHAT WE LEARNED IN THE LAST TWO DAYSApr 10 • Russell ClarkTHE MARKET SAYS REFLATION Apr 8 • Russell ClarkTIME TO CHANGE STRATEGY?Apr 7 • Russell Clark