(1) Seeing a pattern: QE-1.0, 2.0, 3.0, and so on. (2) Krugman’s Rule rules. (3) The Fed enables more fiscal excess. (4) The Treasury buyer of last resort. (5) Dudley, Trichet, Weber, and Merkel. (6) The ECB’s stealth QE. (7) Inflation is 100% under control. (8) So why is gold at a record high? (9) Employment is booming around the world with a few exceptions. (10) IT is still one of our overweight recommendations. NOTICE: Our Morning Briefings are now available on FactSet.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →