Saturday, April 16, 2016

How To Trade The Coming Helicopter Money
Some ideas on trading the money-printing based fiscal stimulus projects coming .. Bond yields should rise & the curve should bear-steepen .. "We conclude that a 'successful' helicopter drop, defined as generating higher growth and inflation expectations but without a permanent overshoot of the inflation target, should lead to higher and steeper yield curves, a weaker currency (at least initially) and higher equity valuations."
LINK HERE to the analysis

1 comment:

Anonymous said...

Helicopter money is very irresponsible. What would be more responsible would be to give everyone a tax break. Unfortunately though that does not get to the level of being responsible. i.e. still irresponsible. but less so.