Monetary Policy Is Becoming 'Very Toxic': Macquarie's Shvets

The video discusses the 12-month target for Asian stocks, focusing on the MSCI Asia Pacific region. It highlights the role of central banks in influencing liquidity and the shift from private to public sector as the primary liquidity driver. The discussion then shifts to the limitations of monetary policy and the potential of fiscal policy, despite political reluctance. Historical economic contexts are considered, emphasizing the need for political adaptation to changing public demands. The video concludes with a discussion on the potential impacts of fiscal policies on inflation and stagflation.

What is the primary focus of the 12-month target discussed in the video?

• European stocks

• Asian stocks

• American stocks

• African stocks

How have recent triple cuts affected the market according to the video?

• They have decreased liquidity.

• They have had no impact.

• They have improved investor sentiment.

• They have increased interest rates.

What is the video’s perspective on the current state of monetary policy?

• It is the only solution.

• It is irrelevant.

• It is becoming toxic.

• It is highly effective.

Why is there reluctance towards fiscal policy according to the video?

• Because it is too complex.

• Due to lack of public support.

• Due to high inflation rates.

• Because of concerns about debt levels.

What historical example is used to illustrate government reluctance in fiscal policy?

• New Zealand in the 1990s

• United States in the 1980s

• Japan in the 2000s

• Germany in the 1970s