Flows Speak Louder Than Fears: The Latest on U.S. Asset Demand

August 25, 2025

The narrative of a global exit from U.S. assets has been loud this year, but the data tells a different story. In this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann explain why investor demand remains strong and what central bank flows reveal.

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The Leaning Tower of Austerity: The Future of Sovereign Debt in Europe

August 11, 2025

Europe has a strong legacy of fiscal discipline, but often at the cost of productive investment. Lauren Goodwin and Julia Hermann host Florence Pisani, Chief Economist of Candriam, and Nicolas Jullien, Global Head of Fixed Income at Candriam, to discuss the future of debt sustainability in Europe. 


 

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Recent Episodes

The Great Wall of Liabilities: The Future of Debt in China
The team’s series on sovereign debt sustainability continues, this week with a focus on China.
The Future of U.S. Sovereign Debt
Join Julia and Steve for a deep dive into the sustainability – or lack thereof – of public debt in the United States.
Trust or Bust: The Megatrend of Global Debt Sustainability
Your hosts will launch the team’s latest megatrend research on global debt sustainability: can major economies keep up all this spending?
Pollyanna Can’t Ignore Tariffs Forever
Are markets underestimating the ripple effects of recent tariff changes? Lauren Goodwin and Julia Hermann break down the latest data.
Macro in the Midyear Sun
On this week’s episode of Market Matters, Lauren Goodwin and Julia Hermann deliver a midyear macro check-in.
Geopolitics “Live”: U.S.-Iran-Israel Conflict
Lauren Goodwin and Julia Hermann assess how recent U.S. involvement in the Middle East may affect inflation, commodities, and asset allocation.


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