In the first Big Picture topic this week, “As Good As It Gets,” Jim and John discuss how the economy is slowing down, why stimulus in the pipeline may lead to a bump in the second quarter even though longer-term trends are facing south. The next topic is “The Debt Supercycle – Negative Interest Rates and Helicopter Drops,” where Jim and John explain how we are in a post debt-supercycle world with monetary policy having reached its limits and a transition now underway from the Great Moderation to an Era of Uncertainty.
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