semar's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/213487/comments http://seekingalpha.com/article/84728-trade-realities-and-fallout?source=feed#comment-204443 204443
Probably it just doesn't bother them, anything else I can't say...]]> Sun, 13 Jul 2008 13:52:19 -0400
Probably it just doesn't bother them, anything else I can't say...]]> http://seekingalpha.com/article/83393-we-need-economic-stimulus-and-we-need-it-now?source=feed#comment-196736 196736
Some fiscal intervention are clearly needed, but from my point of view, they are needed to stop inflation]]> Tue, 01 Jul 2008 15:05:33 -0400
Some fiscal intervention are clearly needed, but from my point of view, they are needed to stop inflation]]> http://seekingalpha.com/article/82976-my-take-on-the-ecb-head-fake?source=feed#comment-194703 194703
Furthermore, the share price has nothing to do with the bank's sittuation (but I have to agree that in our case it does).

As I see it, the ECB purpose is to stop inflation, no to stop the equity market from falling as on the other side of the ponds happens]]> Sat, 28 Jun 2008 09:57:03 -0400
Furthermore, the share price has nothing to do with the bank's sittuation (but I have to agree that in our case it does).

As I see it, the ECB purpose is to stop inflation, no to stop the equity market from falling as on the other side of the ponds happens]]> http://seekingalpha.com/article/82615-strategies-for-surviving-stagflation-in-the-u-s-and-asia?source=feed#comment-192758 192758
[...]Some voices have started to indicate that the next thing to come is stagflation, inflation linked with no growth. All all the cycles that a country goes into, stagflation is the worst, and the answer is very simple: to fight inflation properly high interest rates are needed, but high interest rates kill growth in the economy, that is the point of it. To fight a slowdown, monetary policy can be used to cut the interest rates, but then inflation will increase at a very fast pace. So basically, the Central Bank is between the hammer and the anvil, not being able to move easily in any direction.

Inflation expectations are very high on both sides of the Atlantic and at the same time the whole world is sharing this view. The other common thing shared on both sides of the pond is a visible slowdown.

We could very easy say, and this may surprise many, that at this time the Euro-area, UK, Japan and US are all in a stagflation period or very close to going into one. If future inflation and growth estimates come true, stagflation will be here. Morgan Stanley reveal charts showing each major economy, and in what cycles is currently in. Guess what, all of the major economies are heading to stagflation and the only improvements from a 70s like period are the developments in the monetary policy arena and the financial markets, to keep us far enough away from a prolonged period like that. At least Japan seems to be making a big step forward from deflation to inflation. Good job BoJ, you only needed 18 years for that to happen.[...]

The full article can can be read here Stagflation is next]]> Wed, 25 Jun 2008 14:45:39 -0400
[...]Some voices have started to indicate that the next thing to come is stagflation, inflation linked with no growth. All all the cycles that a country goes into, stagflation is the worst, and the answer is very simple: to fight inflation properly high interest rates are needed, but high interest rates kill growth in the economy, that is the point of it. To fight a slowdown, monetary policy can be used to cut the interest rates, but then inflation will increase at a very fast pace. So basically, the Central Bank is between the hammer and the anvil, not being able to move easily in any direction.

Inflation expectations are very high on both sides of the Atlantic and at the same time the whole world is sharing this view. The other common thing shared on both sides of the pond is a visible slowdown.

We could very easy say, and this may surprise many, that at this time the Euro-area, UK, Japan and US are all in a stagflation period or very close to going into one. If future inflation and growth estimates come true, stagflation will be here. Morgan Stanley reveal charts showing each major economy, and in what cycles is currently in. Guess what, all of the major economies are heading to stagflation and the only improvements from a 70s like period are the developments in the monetary policy arena and the financial markets, to keep us far enough away from a prolonged period like that. At least Japan seems to be making a big step forward from deflation to inflation. Good job BoJ, you only needed 18 years for that to happen.[...]

The full article can can be read here Stagflation is next]]> http://seekingalpha.com/article/82572-inflation-pass-it-through?source=feed#comment-192756 192756 Wed, 25 Jun 2008 14:41:37 -0400 http://seekingalpha.com/article/82388-dollar-reversal-underway?source=feed#comment-191409 191409 ]]> Mon, 23 Jun 2008 21:09:20 -0400 ]]> http://seekingalpha.com/article/82329-financial-forecasters-all-pointing-down?source=feed#comment-191404 191404 Mon, 23 Jun 2008 21:07:29 -0400 http://seekingalpha.com/article/81838-rbs-predicts-global-market-crash-what-s-in-it-for-them?source=feed#comment-189608 189608 Sat, 21 Jun 2008 07:28:09 -0400 http://seekingalpha.com/article/82123-euro-at-highest-in-more-than-a-week?source=feed#comment-189605 189605 Sat, 21 Jun 2008 07:13:26 -0400