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Secular stagnation means lower growth produced by excess savings over investment. We think the main source for this savings glut is the corporate world, which sitting on record amounts of cash and enjoys record profitability. Rather than investing, these profits are either accumulated or dealt out to executives and shareholders, adding to the savings glut. […]

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Each part of the advanced regions is suffering from rather similar phenomena: sup-par growth, very low inflation, and record low interest rates. However, on closer inspection the main reasons behind this vary in each region; each suffers from its own version of secular stagnation. The U.S. has weathered this post-2008 blues the best by far, […]

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Germany has been held up by many as an economic success story and a recipe for others to follow. But the success is faltering of late, producing a raft of bad economic figures. A closer look at what’s going on reveals that even doing all the right things doesn’t guarantee escape from the forces of […]

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There is a lot of confusion what secular stagnation really means; here is a quick introduction and scheme. We look at what impact secular stagnation has on asset prices. Secular stagnation has likely been beneficial for both bonds and stocks, but at the cost of greater financial instability. Secular Stagnation Effects On Financial Markets | […]

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