CNBC Associate - Friday, 8 Oct 2010, 7:52 AM ET
Dinheiro de mega-estímulos segue irrigando a especulação, mas não entra na economia produtiva.
clique aqui . CNBC - "This liquidity is being injected into markets, it's not being taken up on the ground by borrowers and companies increasing their capex (capital expenditure) and it's flowing into the stock market. So good markets, bad economies," Monson said. The money generated from such moves isn't filtering through to the economy, but is helping to boost the major asset classes, according to Monson. "So you'll pump money in Japan or you'll pump money in the U.S. and it will pop up in companies that are receiving earnings and income streams from the East," he said. The investment brought about by liquidity measures seems to be breaking through the "porous barrier" of banks and reaching the wider market, he added. However, the quantitative easing won't result in more bank lending because of the lack of demand, according to Monson.