Asset Allocation Bi-Weekly – US Capital Flight and the Implications for Investors (5/5/25)

Oh, what a difference one quarter can make! The mood has certainly changed on Wall Street since the beginning of the year as investors seem to be losing confidence in US economic growth. Confluence Chief Market Strategist Patrick Fearon-Hernandez reminds us what the market expectations were like back in January, examines the current evidence of what may be ahead for US investments, and discusses the implications for world financial markets going forward.