Everything is going to be repriced
If we have to choose a letter for the economic recovery, maybe it should be a “K.”
George Friedman has written a book called, "The Storm Before the Calm: America's Discord, the Coming Crisis of the 2020s, and the Triumph Beyond."
We have two major cycles coming into play at the same time in this decade. One I have written about on numerous occasions: The End of the Fourth Turning.
John Mauldin 14 August 2020
https://www.mauldineconomics.com/frontlinethoughts/the-second-great-depression-but-not-really
Vilken bokstav kommer att beskriva återhämtningen efter Coronan? Jag tror det blir bokstaven R, en krokig bana som löper av och an och upp och ner.
https://englundmacro.blogspot.com/2020/04/tobins-q-och-englunds-r.html
Kommentarer