QE forever !
ECB poised for battle to ward off deflation
Mario Draghi has signalled that he would be prepared for
the European Central
Bank to fight deflation in Europe by buying packages of bank loans to
households and companies.
I see no ending on QE by the simple reason that the world has a lack of demand (or Excess Supply) of almost everything. If central banks stop doing what they are doing the market forces would guarantee deflation on many products. Why is this? Because with the help of automation the amount that we can produce of almost anything in simply growing much faster than demand.
I don't see a solution to this problem. In this world we should invest in Brands, Biotech, Automation/Robotics and Monopolies. Only these have some kind of pricing power. All the rest all vulnerable to the market forces.
Where are located the Brands, monopolies, biotech, etc.... USA, Germany Switzerland, etc... The center is benefiting from Globalization. We see people on the streets on some EM but their leaders can't do nothing. It's a battle difficult to win.
Where are located the Brands, monopolies, biotech, etc.... USA, Germany Switzerland, etc... The center is benefiting from Globalization. We see people on the streets on some EM but their leaders can't do nothing. It's a battle difficult to win.
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