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Possible Perils Of Too Much Stimulus
Naples Daily News (FL)
By Michael A. MacDowell
If you are confused about the status of the economic recovery from COVID-19, you are not alone. Whether it be long economic tomes about job growth, detailed data on the stimulus multiplier or politically inspired verbiage representing conflicting points of view, the amount of information on the economy is enough to confuse even the most careful reader.
There are reasons for this. It is still early in the recovery and so there is not enough collected data to enable the development of trend lines covering what is working and what is not. Further, many of the pronouncements and actions taken by the current administration are designed to support their preconceived programs regardless of the efficacy of their stimulus effects.
If you are confused about the status of the economic recovery from COVID-19 you are not alone. Whether it be long economic tomes about job growth, detailed data on the stimulus multiplier or politically inspired verbiage representing conflicting points of view, the amount of information on the economy is enough to confuse even the most careful reader.
There are reasons for this. It is still early in the “recovery” and so there is not enough collected data to enable the development of trendlines covering what is working and what is not. Further, many of the pronouncements and actions taken by the current administration are designed to support their preconceived programs regardless of the efficacy of their stimulus effects.
The possible perils of too much stimulus coronavirus economy spending michael macdowell news-press.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from news-press.com Daily Mail and Mail on Sunday newspapers.
disruptive innovation
In part one of this three-part series, Rob Arnott, the founder and chairman of Research Affiliates, and colleagues Vitali Kalesnik, a partner and head of research in Europe, and Lillian Wu, vice president of the firm’s European business strategy, look at how global stimulus packages have impacted value strategies.
Key points:
Around the globe, value is trading at extremely deep discounts relative to growth. The discounts are wide no matter how we measure valuation.
While we still like our last-named trade of the decade, emerging markets value stocks, the UK equity market, and UK value stocks in particular, are now even cheaper.