Part II: The Consequences of Negative Rates

30th July 2019 Summary Evidence suggests negative rates would boost savings and perpetuate disinflation pressures US banks have massively outperformed their peers but could fall 30% as yields fallDividend stocks and REITS would follow bond prices, increasing the risk of malinvestmentDollar weakness could threaten its reserve status and turbocharge the trend in commodities In Part I, […]