Surging Capital Flows

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Capital Flows in Q1, 2019 – A Re-Run of the 2015-17 Risk Rally?

 

Cross-border capital flows, a major driver of Global Liquidity trends, often lead financial asset prices. They last boomed in the 2015-17 period, preceding and supporting a major risk rally in World equities. Flows have picked up strongly in Q1, 2019 and their strength through end-March may signal a repeat pattern? Flows into Developed Markets and notably the US are strong, whereas capital has been leaving the Eurozone.

 

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