Global bankers freakout on stage could yet be another red flag that the endgame is nearing and depending on how bearish you are that could range from the last buck of the longest secular stock bull market in living memory to an entire global financial reset. Global bankers freakout publicly overspent monetary policy is somewhat unprecedented. Claudio Borio, Head of the Monetary and Economic Department at the BIS, published the BIS...
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Global credit growth and the central bank’s unprecedented amount of bond purchasing, known as quantitative easing (QE) is fuelling a stock bull market in many asset classes (bond, equities, real estate). It is a stock bull market by default. In the absence of a more profitable alternative those investors who disregard the fundamentals closed their eyes and go long the market have so far outperformed their peers. Buying the dip,...
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