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Cross Asset Monthly
Executive Summary: Head(wind)s or Tail(wind)s?
Feb 9, 2012
12:00:08 PM
| Last Updated
The Here and Now: A Kinder, Gentler Crisis—The market is caught in split-personality mode: (il)liquidity vs. (in)solvency; cyclical vs. structural; the short vs. long run. Which will dominate the here and now? The answer is not clear but changeable, hinging on myriad market and macro responses to politics and policy. Headwinds and tailwinds are clear: Data remain better than feared; but worrying undertones persist, especially in labor markets. Policy has kicked the can yet again, clearing the way for reflation; but neither Western structural/solvency/secular challenges nor excessive EM exposure to external demand or financing has been addressed. [...]
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