Watch out for the lags!

Wednesday, 30 October 2019

As long as de-escalation of the trade war and more monetary easing keep recession risks subdued, investors see no other alternative than to invest in risky assets (TINA). However, there are several lagged effects at play that markedly increase the recession risks and could result in a reevaluation of a TINA investment strategy.

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Maria Thorvardardottir

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Maria Thorvardardottir