Saturday, September 15, 2012

QEs effect

1) How long does the downward trend in yield continue? (when demand drops!)
2) With the breakeven inflation rate eroding actual returns when does the buying stop? (when inflation fears become real! And global markets stabilize…)
3) Looks like the QEs have been a real winner for equity returns!
Still the big question that no one wants to answer is what happens when the music stops?
 
 

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