Credit Growth is what Drives Economic Growth

Understanding the game is critical to planning the right investment strategy!

Therefore, better investment guidance could come from identifying current & future capital flows, in other words follow the money.
There are other events that also have an impact but here are three important areas to begin;

1: Monitoring the Central Banking policies that drive liquidity, think QE and artificially low interest rates etc.

2: The banks balance sheets & off-balance sheets, & on going regulation updates that could impact their ability to lend & borrow

3: Debt levels in Public, private & household to identify debt service costs & desire to lend & borrow, directly impacting consumption, along with effects of increased tax liability.

How The Economy Really Works

I highly recommend watching this video for anyone who is interested in understanding the independent views of author & economist Richard Duncan formerly of the World Bank, on the global economic crisis;

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