The market battle between data and QE

Jim O'Neill | Goldman Sachs Asset Management | 28 September 2012

Last week, a number of disappointing data points from around the world reminded us all about the background which economic and monetary policy is trying to change. As a result, much of the debate is about whether aggressive monetary policy can positively influence the real economy in many challenged advanced societies (US, Japan and Europe) in addition to the ongoing debate about the inflationary consequences. I shall reflect...