Welcome to the Vitus Capital Blog!
Notes to myself, possibly of interest to others.
-- Bill Northlich

Friday, April 8, 2011

And, the QE's...

...the end of QE2...should be priced in [to the markets]; but it should have been priced in this time last year too as it pertained to QE1, but clearly it wasn’t. QE3 may ultimately come, but not as soon as July and not at the current levels of anything from breakeven inflation expectations levels, to the equity market, to commodities.

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