John Mauldin Discusses What Could Go Wrong
This article was first published by me on Talkmarkets: http://www.talkmarkets.com/content/bonds/john-mauldin-discusses-what-could-go-wrong?post=118623&uid=4798
John Mauldin published an article regarding the economics of Donald Trump. I share many of his views. I think the article deserves to be discussed further.
It isn't as if John Mauldin is happy with the continual drive toward negative yields and the new normal. I believe he is like many, willing to fight for higher interest rates within reason and within the economic boundaries that exist. He is on board with the Fed, unlike other central banks, and is willing to risk recession to avoid negative rates:
Meanwhile, the Fed is in the middle of a long-overdue policy turn. There’s still a risk that they will find they started tightening just in time for a recession, which is also long overdue. I was convinced last summer that they would push rates negative in that scenario. Negative rates could yet happen, but I think they wi…
John Mauldin published an article regarding the economics of Donald Trump. I share many of his views. I think the article deserves to be discussed further.
It isn't as if John Mauldin is happy with the continual drive toward negative yields and the new normal. I believe he is like many, willing to fight for higher interest rates within reason and within the economic boundaries that exist. He is on board with the Fed, unlike other central banks, and is willing to risk recession to avoid negative rates:
Meanwhile, the Fed is in the middle of a long-overdue policy turn. There’s still a risk that they will find they started tightening just in time for a recession, which is also long overdue. I was convinced last summer that they would push rates negative in that scenario. Negative rates could yet happen, but I think they wi…
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