Morgan Stanley jumps onto the secular stagnations thesis band wagon: http://www.morganstanley.com/ideas/ruchir-sharma-trends-2018 and adds an obvious cross-driver to the equation: monetary policy heading for the end of the Great Liquidity Wash.
Showing posts with label liquidity supply. Show all posts
Showing posts with label liquidity supply. Show all posts
Sunday, March 25, 2018
24/3/18: Secular Stagnations Visit Morgan Stanley
Morgan Stanley jumps onto the secular stagnations thesis band wagon: http://www.morganstanley.com/ideas/ruchir-sharma-trends-2018 and adds an obvious cross-driver to the equation: monetary policy heading for the end of the Great Liquidity Wash.
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