Sunday, 17 September 2017

Stories we should be thinking about

Stories we should be thinking about

Macro matters

Whichever way you think about QE is still monstrous...

091717_0508_Weighingthe10.jpg
...and that the importance of economic reform is all-critical.  Got well over US$1 trillion of stimulus to offset.  Big next few weeks for tax reform et al.  I mean it is not as if there is anything to worry about politically!


Although of course other geographies (step forward Japan) has taken everything to the next level.  Yes...don’t reform at your peril:

0917_GIO_BankAssets.png

Especially if you want a workable fixed income market...

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