The question most people are asking when looking at the US is when will the Fed wind back QE? However, amongst these conversations I have heard the odd remark that perhaps the Fed should increase stimulus or at least maintain current levels until clearer signs of a sustained recovery emerge. Interestingly a survey of 30 US economists suggests that over 50% believe current levels should be sustained or even increased until stronger growth signs emerge. Poll results (chart) and responses on the following link. (VIEW LINK)
I have 13 years experience in equity markets and financial media. In 2013 I Co Founded, Livewire Markets with Tom McKay. Our vision is to be the #1 source of investment ideas in Australia. Opinions expressed are my own.