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by anm89 1457 days ago
I think this thesis is dead wrong. She thinks the central banks found Jesus and the Era of easy money is over? For how long? The next 3 months? Until the market sneezes once or twice?

We have not even functionally started Qt yet and rates are under 2 percent and there are already massive black clouds forming over the economy. All the while debt to gdp is at 130%. And this is the moment that the Era of easy money is over?

I think looking back in 10 years, we will say that the Era of easy money hasn't started yet.