asterisk2a + discretionary + fomo + confidence + yellen   1

RICHARD KOO: 'Struggle between markets and central banks has only just begun' - Business Insider
… much of the rise in share prices and fall in currency values under QE were nothing more than liquidity-driven phenomena divorced from real economy fundamentals. Now that an end to QE is in sight, it is time for a correction. Fed Chair Janet Yellen’s remarks several months ago about elevated stock market valuations were most likely a reference to this bubble. A correction of some kind was inevitable as the Fed moved to normalize monetary policy. However, it still needed a trigger, and that was provided by China. [...] “The market gyrations of the last two months represent just the beginning of the QE trap”, says Koo.
Richard  Koo  Taper  2015  credit  bubble  reflate  reflation  monetary  policy  fiscal  policy  Janet  Yellen  Fed  mandate  China  BRIC  global  economy  global  trade  western  world  secular  stagnation  deflationary  deflation  asset  bubble  speculative  bubbles  hunt  for  yield  FOMO  property  bubble  equity  bubble  bond  bubble  distortion  correction  Student  Loan  ZIRP  NIRP  QE  BIS  centralbanks  BOE  Abenomics  BOJ  ECB  Fed  unconventional  monetary  policy  liquidity  trap  excess  reserves  retail  banking  consumer  debt  household  debt  deleveraging  wage  growth  income  growth  low  income  marginal  propensity  to  consume  disposable  income  discretionary  spending  wage  stagnation  income  distribution  inequality  Gini  coefficient  income  inequality  income  mobility  social  mobility  Niall  Ferguson  bank  bailout  banking  crisis  recovery  GFC  austerity  Schuldenbremse  Pact  European  Union  UK  USA  Career  Politicians  crony  capitalism  No  Representation  fairness  Generationengerechtigkeit  sovereign  debt  crisis  PR  spin  doctor  reframing  framing  trickle-down  economics  neoliberalism  neoliberal  investment  banking  business  investment  business  confidence  Blue  Ocean  PBOC  New  Normal  economic  growth  monetary  stimulus 
september 2015 by asterisk2a

related tags

Abenomics  asset  austerity  bailout  bank  banking  BIS  Blue  BOE  BOJ  bond  BRIC  bubble  bubbles  business  capitalism  Career  centralbanks  China  coefficient  confidence  consume  consumer  correction  credit  crisis  crony  debt  deflation  deflationary  deleveraging  discretionary  disposable  distortion  distribution  doctor  ECB  economic  economics  economy  equity  European  excess  fairness  Fed  Ferguson  fiscal  FOMO  for  framing  Generationengerechtigkeit  GFC  Gini  global  growth  household  hunt  income  inequality  investment  Janet  Koo  liquidity  Loan  low  mandate  marginal  mobility  monetary  neoliberal  neoliberalism  New  Niall  NIRP  No  Normal  Ocean  Pact  PBOC  policy  Politicians  PR  propensity  property  QE  recovery  reflate  reflation  reframing  Representation  reserves  retail  Richard  Schuldenbremse  secular  social  sovereign  speculative  spending  spin  stagnation  stimulus  Student  Taper  to  trade  trap  trickle-down  UK  unconventional  Union  USA  wage  western  world  Yellen  yield  ZIRP 

Copy this bookmark: