This episode of the Invest it Best podcast I speak with David Cassidy, Head of Investment Strategy at WILSONS. We discuss the following;
- The data points that demonstrate that that the pent up demand is there and ready to go when economies and borders re-open
What occurred overseas when economies reopened overseasWhat is entailed when central banks taperRisks to tapering, including a potential 'taper tantrum'How the CPI figure of inflation is derivedWhat long term bond yields can tell us the direction of interest rates in the futureModern Monetary Theory (MMT)David's research on QE, Tapering and Zero Cash Rates discussed in the episode can be found here
https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa
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