Lacy Hunt of Hoisington Management offers valuable historical and economic insight on the current monetary and demographic forces shaping the world. Hoisington’s quarterly market letter is a must read, and the latest Q1 report is available here. For those who can follow more technical discussions in this area, his recent segment on MACRO Voices below is worthwhile starting at 13:00 on the playbar.
Dr. Hunt discuss overall outlook on the US and the global economy, synchronized global downturn and risks of a recession, how debt induced weakness is undermining growth rate, destabilization of the global monetary system, and perspectives on Modern Monetary Theory.
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