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Boeckh Investment Letter

Investment and economic commentary by J.Anthony Boeckh and Robert Boeckh

Reflation, Economies, Inflation and Markets: An Update

The huge relation efforts of the past three years--quantitative easing (QE) combined with fiscal deficits--as indicated in Table 1 below, have done their job of not only aborting a potential depression in the world at large, but actually generating recoveries in most countries, albeit weak and hesitant.

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The Boeckh Investment Letter is a comprehensive service that provides analysis of factors affecting financial markets and broad investment recommendations* within an asset allocation context.  The service includes 12 to 18 issues per year (approximately every 3 to 4 weeks), depending on market conditions, i.e., changes in views, important new developments, etc.

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