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Money and Markets: Missives

Complete and Total “Quantitative Failure,” European Edition

Mike Larson | Monday, June 13, 2016 at 4:07 pm

Complete and total “Quantitative Failure.” That is all we have gotten from trillions of dollars, euros, yen and pounds worth of QE. That isn’t just my opinion. It’s what the numbers show.

Exhibit A is the following story from the Financial Times. Inflation expectations and reported inflation are doing nothing but fall in Europe … despite the fact the ECB has been even more aggressive the Fed with experimental, over-the-top policy.

The ECB is “succeeding” at doing something though – crushing its banking sector. Exhibit B: Deutsche Bank (DB) shares are within a few nickels of an all-time record low, while HSBC, Santander, and others aren’t far behind. Way to go, Mario!

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{ 1 comment… read it below or add one }

anthony g Tuesday, June 14, 2016 at 8:15 am

Malinvestment has been the outcome of central bank policy.

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