In this week's edition, we look first at American government investment, and how it has evolved over the long run, and how the record low readings here may help explain the interest in infrastructure investment and some of the poor ratings the US has received on this front.
Then we look at REIT AUM and discuss some changes in the GICS that are set to hit later this year.Then it's a look at quantitative tightening - the impact of Fed balance sheet normalization on the stock and bond markets.Finally wrapping up is a look at the rise and rise of investor leverage in the US stock market.
Video Length: 00:06:47
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