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FTN Economic Weekly November 26, 2014: Some Economic Themes Are Real Turkeys by Chief Economist Chris Low and Economic Analyst Sophia Kearney-Lederman
Some Economic Themes Are Real Turkeys
Some economic themes take forever to die, even when they are pure bunk. Sometimes a theme lingers because it was once right and people don’t realize things have changed. Other times, as with QE and inflation, a theme lingers because investors and commentators think they know how something works and it never occurs to them they are mistaken. A lingering, mistaken story can distort markets, but these themes also create opportunities because, of course, reality eventually prevails. We take a look at our three favorite ...click here to read more.
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