Cutting Through the B/S…

“Inflation has been running somewhat below the Committee’s longer-run objective”

We have willfully put our big brains to use by manipulating the inflation picture over the last 1.5 years.  The pivot point was Bond King Bill Gross’ epic bet on rising long term rates (and inflation).  Now, as our ingenious Twist ends and we go forth in straight, unsanitized monetization of Treasury and MBS debt, we have a delightfully tame – errr, even below our objectives, LOL – inflation picture.

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