``For Bernanke to have cover to launch yet another round of quantitative easing (QE) he generally needs conditions just right for justification. That is, falling commodity prices, falling inflation expectations, and a weakening economy. When all three of these conditions are in place we often see "Helicopter Ben" fire up the Fed's printing press. Commodity prices have been tanking since March as have inflation expectations (as measured by breakeven inflation rates), but the economy so far has remained resilient--resilient that is until now.''

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