The Whirr of the Helicopter Blades: Regime Change is Coming

(Mar 2020) Peter considers the consequences of the massive emergency economic support measures which are now being implemented by governments in Europe and the US in particular.


  • The Coronavirus crisis is forcing governments into emergency economic support measures.
  • Money will be pumped directly into the real economy, not the banking system as was the case in the “QE” era.
  • There will be huge bond issuance and, ultimately, upward pressure on yields.
  •  Inflation will return.

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