SentimentEdge report

Jason Goepfert

4-24-2020 at 11:30 am

Surge in money growth does not have a consistent record

With massive fiscal and monetary stimulus, the M2 money supply has exploded. This always triggers strong opinions about what it means for inflation, stocks, and other assets. If we look at the evidence going back to the 1960s, then we can see it's not quite so clear.

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