Forward Guidance: Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows


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Source: Youtube Blockworks

Type: Video

Published: November 19, 2025 at 09:01 AM (2 months ago)

Video Description

In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising recession risk. We also cover auto-loan stress, the real drivers behind AI-linked equity moves, why geopolitics now shapes liquidity more than the Fed, and more. Enjoy!
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