Chart number 2 reflects lending by the federal reserve to U.S. banks through Dec 2008.
I am pretty sure we will be seeing the affects of inflation at some point in the next 15 years. Might be good to diversify into Gold, Commodities, or Treasury Inflation Protected Securities at some point! eek.
On a lighter note, over the last few weeks many companies such as Microsoft and Kraft Foods have said that many of their retailers are cutting back their inventories to cut costs. According to most of these companies, wholesales are struggling due to cutbacks, but retail sales are still pretty good. Keep your eyes on consumer spending reports coming out over the next few months as they will really move the markets one way or the other.
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