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.