Heyokha-Brothers-Investment-Report-3Q-2018
Heyokha-Brothers-Investment-Report-3Q-2018
In light of the 10th anniversary of the GFC, this report covers what has changed since then. We point to the elevated debt levels and the rise of populism worsened by unequal recovery. Trade wars are a big threat beyond just the global economy. With this backdrop, we foresee structural increase in interest rates and inflation after 35 years of deflation.
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In light of the 10th anniversary of the GFC, this report covers what has changed since then. We point to the elevated debt levels and the rise of populism worsened by unequal recovery. Trade wars are a big threat beyond just the global economy. With this backdrop, we foresee structural increase in interest rates and inflation after 35 years of deflation.
Share
