The increased flow of information about the coronavirus means that we can think about scenario analysis. This, as well policy actions, are probably explaining the pause in the bear market for risk assets. I want to outline what I see as important about looking at potential scenarios for the economy. I will try to keep this as brief as possible, since I am not advancing any particular scenario as a forecast....Bond Economics
On Pandemic Economic Scenario Analysis
Brian Romanchuk
1 comment:
“ explaining the pause in the bear market for risk assets. ”
LOL it made A NEW LOW TODAY.... yo hello... where’s the pause what pause???
and it’s going to keep going down if Fed keeps adding Reserve Assets at the depositories by over 50b PER DAY....
They keep doing this and next you’re gonna see banks shut down credit markets and Govt is going to have to add 100Bs of capital to banks ...
AGAIN....
Give it maybe two weeks of this 50b per day they are adding....max....
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