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Asset prices are high across the board. Is it time to worry? (Bull market…
Asset prices are high across the board. Is it time to worry?
Bull market in everything
invulnerability／asset-price boom
euphoria vs. eight-year bloodless run-up
a short time period vs. eight year
an extremely strong feeling of happiness and excitement vs bloodless
cheers:broader picture
long-term interest at historic low for reasons beyond the monetary policy
increase in the desire to save from ageing population
savings :more supply and less demand
improving economy
:warning:this time is different
:red_cross:the assest price must remain high come what way
margin of safety
Wallstreet sage
trade tiffs and nuclear braggadocio
Past bubbles
Anxiety
monetary policy
loose: market rise
tightening:potential big correction
incautious investors desperate for high yields
prudence suggest caution : YES
multiple hazards
less fiscal and monetary ammunition to fight potential recession
solutions
:red_cross:central bankers to raise rates more robustly
low inflation: hard to square with original mandate
if too much,risk recession
:check:gradualism
streching quantative easing
fed-led slow bondholdings cut
1 more item...
main safety valve:
banks and investors
incautious investors desperate for high yields
roaring 20s&dotcom