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Home » General » Lagarde, Dalio, Summers, Botin, Cohn in Davos

Lagarde, Dalio, Summers, Botin, Cohn in Davos

Macro shouldn’t matter to investors. However…sometimes its interesting. Unchartered territory and stuff…

  • Some economics lessons form Ray Dalio – monetary policy doesn’t work anymore/end of the debt supercycle/political extremism threat to economy
  • Botin (Santander): QE won’t work fully as banks need to hoard cash
  • Cohn (Goldman): more men in employable age, unemployed in US then France/new regulation stimulates banks to hoard cash
  • Currency wars, Europe’s erroneous approach to austerity etc.

http://www.bloomberg.com/news/videos/2015-01-22/lagarde-cohn-summers-botin-dalio-on-bloomberg-panel


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