I have believed for some time that all the money being dumped into the economy just has to lead to inflation at some point...I just don't know exactly when it's going to take off or if it will pull ag products along.

Here is another opinion, sorta Euro-based.

http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/2010/06/14/print-baby-print-emerging-value-and-the-quest-to-buy-inflation.aspx