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Krugman kalder situationen "the Great Capitulation". http://www.nytimes.com/2016/07/11/opinion/cheap-money-talks.html?_r=0
" ... the whole world may be turning Japanese. That is, it looks as if weak demand and a bias toward deflation are enduring problems. Until recently, however, investors acted as if they still expected a return to what we used to consider normal conditions. Now they've thrown in the towel, in effect conceding that persistent weakness is the new normal. This means low short-term interest rates for a very long time, and low long-term rates right away."
Konsekvensen for investering er, at nogle af pengene SKAL over i andre aktiver.
" ... the whole world may be turning Japanese. That is, it looks as if weak demand and a bias toward deflation are enduring problems. Until recently, however, investors acted as if they still expected a return to what we used to consider normal conditions. Now they've thrown in the towel, in effect conceding that persistent weakness is the new normal. This means low short-term interest rates for a very long time, and low long-term rates right away."
Konsekvensen for investering er, at nogle af pengene SKAL over i andre aktiver.
