Monday, 11 April 2011

Richard Koo: It's Not Too Late To Learn From Japan

http://www.businessinsider.com/richard-koo-its-not-too-late-to-learn-from-japan-2011-4

Makes sense to me to a certain extent.

Massive de leveraging to come in comings years.

This will be be unstoppable.

Stimulus or Austerity - it doesnt matter.

It the short to medium term it is deflationary - we are in for a tough ride.

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