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The Economics of Populism - Alberto Gallo - Algebris Investments

Ten years after the crisis, the quantitative easing music is fading. As the lights turn on, a scary reality is emerging for investors still dancing to the tune of monetary policy: the imbalances which caused the crisis are still present, there is less room for policy error, and a crowd of disenfranchised electorates is asking for payback time.

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2018-09-12-Populism.pdf563.52 KB