Wednesday, February 17, 2016

Macro: Quantitative Tightening - Revisited

Here is a fresh look on the topic from the excellent sober look blog. It also refers to a post on this blog back from September last year.

The sober look piece presents some insightful charts and raises questions that needs further re-look. One thing to add here on the top of my head - it has been alleged that petro-dollar sovereign wealth funds have been selling more of equities, sparking a flight to safety move towards the US Treasuries.

Quite the opposite what many market analysts expected.

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