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Hot on the heels of the BIS’s annual report – criticising how prolonged low interest rates can create ‘distortions’ and threaten ‘price stability’ — comes this presentation from Citigroup’s credit team.
The bank’s credit strategists Hanz Lorenzen and Matt King have some simple advice for investors seeking to deal with modern (QEased) markets; “what feels wrong is probably right.”
Some select slides illustrating how to trade recent monetary policy:
Disturbingly accurate, that.
WP Cumulus Flash tag cloud by Roy Tanck and Luke Morton requires Flash Player 9 or better.
Or select a previous briefing:
© The financial Times Ltd 2011 FT and 'Financial Times' are trademarks of The Financial Times Ltd.
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