On Mon, Nov 8, 2010 at 1:03 PM, Jerry Barnes <[email protected]> wrote:

>
>
>
> So, here’s the bottom line on money printing, or QE if you prefer.  If
> nothing happens, the whole thing was a waste of time.  If inflation takes
> off, the Fed will have to choose between holding bonds and letting
> inflation
> get worse or selling bonds and going bankrupt in the process.  Since no
> entity goes down without a fight, the Fed will naturally hold the bonds and
> let inflation take off.  Do not ask about the exit strategy from QE; there
> is no exit.
>
>
They are playing with fire. As long as we have a big trade deficit, we can
keep inflation in check because the extra money in the money supply that
would be sparking inflation will instead go to China, India, etc. What would
be dangerous is money coming back to the US through consumers and businesses
in China and India purchasing US goods and services. The Fed will have to
sell bonds at that point. Then what?

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