Which do you fear more?
* Inflation or deflation?
* Continued fiscal stimulus or spending cuts to focus on deficit reduction?
Please answer the poll in the right-hand column of this blog. I'll report on the results in the July issue of my e-newsletter.
For a sampling of the mixed opinions, see
* Memo from Van Hoisington: Inflation Won't Be a Problem for Some Time to Come on the CFA Institute's conference blog
* Why Niall Ferguson's Forbidden FT Headline is the Key to Understanding Sovereign Risk on the CFA Institute's conference blog
* Harvard Professor Kenneth Rogoff Offers a Historical Perspective on Financial Crises on the CFA Institute's conference blog
* R Koo, "Lessons from Japan: Fighting a Balance Sheet Recession"
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Copyright 2010 by Susan B. Weiner All rights reserved
The answer may differ for emerging markets, says Economist article (http://www.economist.com/opinion/displaystory.cfm?story_id=16274363) I found through @jenbaty's tweets
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