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A comprehensive look at the 2025 global market performance reveals that while US markets did well, international markets, particularly in China, South Korea, and emerging markets, significantly outperformed, challenging the "US is the only game in town" narrative.
In a wide-ranging discussion, Dan Krausz argues that fiscal policy and AI are the two most important macro factors driving the economy, with AI potentially providing a critical productivity boom that could help manage long-term inflation and support government debt growth.