Sands are shifting

 Unemployment down, small business which generate employment….booming, order backlog at 14 years high….wages are still contained, consumer spending weak but business spending rising and on top of that Corporates lining up to buy back USD 1 trillion of their own stock. If u look at these charts ….US economy has never looked stronger compared to Emerging markets Capital is always fungible and mobile so why shouldn’t the capital move back to US from Emerging markets

Ritesh Jain