Walbrook Economics 'Launches'

Walbrook Economics has formally launched publishing a note, for the Centre of Policy Studies, called Masking the Symptoms.- Why QE and Huge Deficits are not a cure. The note explores the implications of QE and argues that is has failed to promote sustainable growth instead recreating a series of distortions. While this policy is in Walbrook's view damaging to long-term growth and productivity, the investment implications are clear and positive for real asset holders and equity markets in particular. The note while critical of the policy response concludes by arguing that the recent 'risk on' equity rally will continue with risks lying firmly on the upside. This publication is available to our subscribers, or on request at info@walbrookeconomics.co.uk