An as-expected inflation reading powered another strong advance for US stocks, but is this year end rally looking tired? Maggie Lake sits down with Rupert Mitchell, author of the Blind Squirrel Macro substack, who warns the US equity bull run is starting to look overextended. From his perch in Australia, Rupert talks about the international opportunities he thinks will outperform, the outlook for the US dollar and the trade China bears may be sleepwalking past.