Commentary: Investors will soon struggle to find assets to put their cash in

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Commentary: Investors will soon struggle to find assets to put their cash in
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Demand for goods the money can be spent on has disappeared as businesses see little need for new capital spending to meet market demand that does ...

Inflation? Could be less depressing, but more scary. The old slides would tell us to buy gold - if there were any physical gold available - as well as companies that have quick inventory turns, so prices can be changed quickly.Of all the scenarios under consideration in virtual offices, the most popular is a relatively quick return to “normalcy”.

The European Central Bank looks set to announce new measures to cushion the economic blow from the coronavirus pandemic. They are rationing burgers at Wendy’s fast food stores in America, and you cannot buy a new mobile device at Apple stores in Europe affected by closure orders. That is now over. Treasuries will not disappear or instantly crash. They are too much needed as collateral for other transactions. But the rally is finished. Over time, their principal and interest payments will be eroded by inflation, as all that liquidity finds its way into the prices of goods and services.

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