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Takeaway: Bernanke’s Buck Burning, Little Blue-Pill Experiment (not tapering) = Yen up = Nikkei Smoked

Bernanke's Little Blue Pills - blu1

The Nikkei got smoked again for a -2.8% loss overnight. It's down -4.5% in the last 3 days. Got interconnected global macro market risk associated with Bernanke trying to bend economic gravity?

Expectations of global growth slowing are definitely bending now as the Fed’s balance sheet moves toward +$1 TRILLION year-over-year (+$998.1 billion in last night’s report). This is what happens when unelected central planners try to bend economic gravity using monetary Viagra.

Bernanke's Little Blue Pills - drake

Editor's note: This is a brief excerpt from Hedgeye morning research. For more information on how you can subscribe click here.