Cyclical Bear Ending; Secular Bull to Resume; Investor Feedback & FAQs
Comment of the Day

April 07 2020

Commentary by Eoin Treacy

Cyclical Bear Ending; Secular Bull to Resume; Investor Feedback & FAQs

Thanks to a subscriber for this report by Mike Wilson at Morgan Stanley. Here is a section:

Eoin Treacy's view

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The idea of Modern Monetary Theory scandalised investors a year ago but very much the reality today as central banks fall over themselves to accommodate the efforts of governments to spend their way out of the trouble. My contention since early this year was the coronavirus will be temporary but the monetary and fiscal effects will be very long lasting.

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