The K-Shaped Disconnected Recovery

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The K-Shaped Disconnected Recovery Government Stimulus has fuelled markets but failed to impact the real economy A lot of people seem to have a real problem with the fact that the markets are doing so much better than the broad economy (i.e. markets turned up while economic numbers turned down). This is now being described…

Electile Dysfunction

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Electile Dysfunction Back at the start of the year, we imagined that at some point last year’s fiscal monetary stimuli would run out this would trigger a correction (it did in February) and this would cause a monetary policy response, rate cuts to zero and possibly beyond and when this failed, we’d get an additional…

Tech Bubble? Tech Babble? Tech Wobble?

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Tech Bubble? Tech Babble? Tech Wobble? Tech Bubble? As I told CNBC’s Geoff Cutmore* on 1st September, I’d started worrying in August that maybe the liquidity stimulus was starting to get a bit thin…. across asset classes – but then this occurred – *https://www.cnbc.com/video/2020/09/01/an-expensive-market-is-telling-us-to-be-overweight-cash-mbmg.html  How could that happen if liquidity was starting to get a bit…

Super Saving Fund Extra (SSFX) – Available only until 30th June 2020!

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Super Saving Fund Extra (SSFX) – Available only until 30th June 2020! The Thai government last month launched a special one-time mutual fund to help support the Thai SET Index but it is only available until the 30th June 2020. You can invest up to THB 200,000 in this fund for extra personal income tax…