It is also a chance to rebalance financial markets from a zero yield liquidity trap and capital allocation skewed to a few growth sectors of the economy to the whole.
Alberto Gallo Wed 06 Jan 2021 07:43- A blue wave shifts policy from #QEinfinity & corporate tax cuts to bottom up fiscal stimulus to states, small businesses, and individuals. A chance to boost growth, inflation and reduce inequality. Alberto Gallo Wed 06 Jan 2021 07:43
- Debt monetisation: a thinly veiled secret. #QEinfinity by @FT @ChrisGiles_ Link Alberto Gallo Tue 05 Jan 2021 07:02
- Rational bubbles: #QEinfinity euphoria vs economic fragility. Starting 2021 with seat belts on. via @michaellachlan @FT Link Alberto Gallo Sat 02 Jan 2021 10:00
- A game changer for developing countries, given efficacy, cost, and no need for refrigeration: Link Alberto Gallo Wed 30 Dec 2020 09:02
- RT @SenWarren: It’s time to ban Members of Congress & other senior officials from owning or trading any company stocks while in office. The… Alberto Gallo Tue 29 Dec 2020 16:46
- Winner takes all: concentration and monopolies in corporate America's K-shaped recovery via @FT Link Alberto Gallo Tue 29 Dec 2020 16:36
- RT @BorisJohnson: This is going to be a fantastic year for Britain. https://t.co/dLQUVauCKg Alberto Gallo Mon 21 Dec 2020 13:04
- RT @macrocredit: How it started How it's going https://t.co/flLd6bEe6h Alberto Gallo Sat 19 Dec 2020 18:58
- What to worry about in 2021: groupthink, animal spirits, euphoria via @FT @naomi_rovnick Link Alberto Gallo Fri 18 Dec 2020 16:02
- “We know there’s need out there” J. Powell on hold as financial conditions remain loose - but continues to emphasise the need for fiscal stimulus and help to the real economy. #QEinfinity alone is not enough. Alberto Gallo Wed 16 Dec 2020 20:05
- Financial repression in one chart: The #Covid19 recovery gathers steam on the vaccine and fiscal stimulus , but central banks hold rates tight. The result: deeply negative real yields for savers. (US 10yr breakeven, white; 10yr yield, blue) #QEinfinity https://t.co/BbkpgpqjqN Alberto Gallo Fri 04 Dec 2020 08:47
- Are Bond Vigilantes dead or just asleep? Fiscal stimulus, risk rotation and recovery - and where to find value - discussing today at 9am UK time with @flacqua @BloombergTV https://t.co/iAnW0uenuU Alberto Gallo Wed 02 Dec 2020 08:50
- RT @VMRConstancio: It is indeed shameful for some EU countries. Should be stopped. “close to 40% of multinational profits (more than $700 b… Alberto Gallo Sun 29 Nov 2020 16:08
- US high yield spreads on CDS are back to pre-covid lows on vaccine news and fiscal stimulus. The economy is in much better shape, but valuations are reflecting that too. Now it's the time to be more cautious/selective into 2021. https://t.co/svWkikqU3V Alberto Gallo Fri 27 Nov 2020 14:26
- RT @TonyTassell: What Mrs Watanabe can tell us about how to handle low returns - a read by @Urbandirt @RobinWigg Link Alberto Gallo Fri 27 Nov 2020 07:46
- Can the World escape Japanification? @RobinWigg and Leo Lewis on the most important macro question for 2021 and beyond: Link https://t.co/v0tcHQoA3v Alberto Gallo Thu 26 Nov 2020 19:30
- Zero: Portugal 10yr government bond yields approach 0% Eight years ago during the Euro crisis, , they touched over 15%. #QEinfinity https://t.co/gPcvbTyd53 Alberto Gallo Thu 26 Nov 2020 13:55
- Are the bond vigilantes all gone or just asleep? Our thoughts on value in equities and bonds as we get closer to 2021 on @BloombergTV with @annaedwardsnews, 1pm UK time. https://t.co/XEuuybgUnH Alberto Gallo Thu 26 Nov 2020 13:05
- Are the bond vigilantes all gone or just asleep? Our thoughts on value in equities and bonds as we get closer to 2021 on @BloombergTV, 1pm UK time. https://t.co/vkYoOq71az Alberto Gallo Thu 26 Nov 2020 13:00
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