Monday, October 03, 2016

The Roundtable Insight: 
Macleod, Stoeferle, Boockvar, Townsend 
On Central Bank Effects
Increasingly the central banks are trying to stop a bear market in bonds from materializing. If you look at central banks in Europe, some of them are overloaded with sovereign debt. If you get a substantial bear market in sovereign debt, those banks basically go under. 2017 is going to see an acceleration in price inflation, to the point where the Fed and other central banks are going to have to raise interest rates, but they can’t do that without breaking the system .. 35 minutes


No comments: