EU is the winner here mostly along with Asia, Australia may get some of the excess but really depends on how big the CCP gows in terms of fiscal stimulus (i.e. infra spending). If big enough to hold commodities complex than yes, you would be right. But significant changes to Aus policy would be required to truly benefit. You are right on capital outflows from the US. Declining demand for treasuries has been also a trend.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)