I'm also sceptical that it's only asset prices that are improving, thanks to ZIRP, rather than the actual global economy. When I see the the real economy start to accelerate without the help of liquidity I'll gladly eat my words.
David is a Director of Scutt Partners Pty Ltd and has successfully worked in the financial services markets over the past 12 years with both large and smaller banking groups. He has provided strategic financial analysis for currency and interest...
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