A Lender Carry Trade; an Old Theme Revisited

Excerpted from this week’s premium report, NFTRH 282: Last June when tidbits about a would-be future ‘taper’ of T bond purchases (QE) were popping up in the media NFTRH 241 (June 2, 2013) put forward a theory that a tapering of bond monetization could begin to act as a delivery mechanism for inflation, with banks and lenders the key: A ‘Carry Trade’ Returns?  (6.3.13) QE … Continue reading A Lender Carry Trade; an Old Theme Revisited