QEII could turn into the Titanic

The US economy has been out of recession for over a year, but the US Federal Reserve is still discussing the adoption of a second round of quantitative easing to stimulate growth. Matthew Sherwood, Perpetual’s Head of Investment Market Research examines this and concludes that this is likely to have little impact given the issues in the household and government sectors and that strong corporations are likely to experience a surge in merger and acquisition activity.

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