Big Numbers Alone Make No Proper Monetary Policy

DWS
By July 27, 2020 08:09

Big Numbers Alone Make No Proper Monetary Policy

  • Aggressive interest rate cuts, liquidity provisions and quantitative easing worked well.
  • Buying facilities rather serve as a backstop.  Based on a diminishing marginal effect from Large Scale Asset Purchases (LSAP), the Fed might do more for longer to support the recovery, yield curve control could also help.
  • The massive provision of liquidity does not yet convert into higher inflation, structural factors, like disrupted supply chains, must be watched, however.
DWS
By July 27, 2020 08:09

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🇺🇸S&P 500 Total Return Attribution

Multiple expansion explains the S&P 500's total return YTD, despite negative earnings growth 👉 https://www.isabelnet.com/?s=return

h/t @SoberLook #markets #investing #assetallocation #returns
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🇺🇸 S&P 500

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h/t @LanceRoberts #valuation #markets #investing #sp500
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