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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.
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september 2015 by asterisk2a

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