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QE3 or not QE3, is the question. Joe Weisenthal of Business Insider thinks more easing is unlikely, due to growing inflation. (The Odds Of Imminent QE3 Are Rapidly Plunging) St. Louis Fed President James Bullard remarked, think it is a much tougher call to do more QE this time around than it was last year. The inflation picture is different this year than it was last year and the risk of deflation is much more remote than it was last year. (Fed Bullard Says New 2013 Rate Pledge Not a Signal for More Bond Buying)
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We will be watching key issues next week - the handling of the Debt crisis in the Eurozone, the unrest worsening in the Middle East and other regions, and Bernanke speech on Friday. Any of these have the potential to greatly move the Dollar and the stock market. If the EU debt crisis harms the Euro,women shoes toms, the Dollar may benefit, and this may hurt equities. If Bernanke announces some form of QE3 on Friday, the Dollar will likely drop, which is likely to boost both stocks and commodities,Toms Glitter Shoes. And, as Zero Hedge writes,women toms sheos, when geopolitics enters the equation, the only certain thing is a surge in uncertainty. That this will likely not benefit global equity markets goes without question,Men Toms Cordones Shoes. We remain and cautious, and have only one trade idea this week (below). King, at this time, is cash. Cash is good, cash is flexible, and cash lets us buy stocks when they go on sale. After Bernanke speaks on Friday, we may have a better idea of where the market is headed. As Lee Adler of the Wall Street Examiner puts it, need to keep our noses to the wind for whatever malodorous plans come out of Jackson Hole this week. (Take a FREE trial to SWW by clicking on this link)