Quantitative Easing
Apr
07
2023
QE Fuels Inequality—Even Among Stocks
We don’t know enough about banking-system mechanics to conclude if the Fed’s balance-sheet increase associated with March’s bank bailout constitutes a new round of QE. But if it is, we’re skeptical equity investors should celebrate it. In fact, those running Small-Cap portfolios should probably fear it!
current issue
featured articles
recent tags
Gold
(84)
Dollar
(56)
Easing
(1)
CPI
(171)
Market Rotation
(2)
Election
(10)
Inflation
(585)
Recession
(69)
Value
(131)
Growth
(119)
Factor Performance
(18)
Japan
(48)
Yen
(7)
Wealth Effect
(9)
Bank Lending
(1)
Resession
(1)
Time Cycles
(6)
Breakeven Rate
(1)
Oil
(48)
Treasuries
(79)