Back to Reality; Trade "Truce" Changes Very Little; Overpaying for Growth Still the Biggest Risk
Comment of the Day

October 16 2019

Commentary by Eoin Treacy

Back to Reality; Trade "Truce" Changes Very Little; Overpaying for Growth Still the Biggest Risk

Thanks to a subscriber for this report from Morgan Stanley which may be of interest. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

The fiscal impetus from the Trump tax cuts is expiring but the boost from the commitment to increase government spending agreed in the summer remains an important factor. Nevertheless, even that is expected to fade in 2020. That suggests the turn to easier monetary policy at the Fed can’t happen quickly enough.

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