We all know macro-policy has a huge bearing on asset prices, but in this video we address some specifics and in particular some unique charts & hard data on the issue.
Monetary policy, fiscal policy, and the global wave of liquidity so far has been a friend of investors (at least those who were positioned for it!!). But in many ways the economic cure of the pandemic could end up creating its own issues down the track e.g. already lofty asset valuations have been sent back to 08 & 00 heights...
Source: https://www.topdowncharts.com/post/weekly-macro-themes-12-march-2021 (video is an excerpt from our weekly zoom calls [client access only])
Head of Research and Founder of Topdown Charts
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