Could we see post lockdown macrotrends emerging from covid? The psychological impact of the pandemic could result in changes to behavioral consumption patterns, which could last longer than the virus itself. Throughout history every major event has had a psychological fallout, it took an entire generation to get over the frugality that was brought about by the Great Depression. So, the 2020 pandemic Great Depression II is likely to...
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The 2020 pandemic controversial global lockdowns have accelerated many existing trends, one of the greatest ones being, for portfolio managers is the skyrocketing money supply M2. Triggered by the current economic conditions, the US Government issued 3 trillion USD in fiscal stimulus. Moreover, the Fed, the world’s central bank by default, increased the money supply by a staggering 3.4 trillion USD from January to September...
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