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jhooper

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  • The Fed Will Not Raise Rates... Here's Why [View article]
    IT has a good take on this.

    http://bit.ly/1GYOpET
    Mar 18, 2015. 04:32 PM | Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    Also note the movement of the 10 yr today. Sub 2% again. This suggests the market reaction is that the Fed is going to keep rates low (this of course based on the assumption that the Fed really controls rates - which they do not). We saw the very same action before QE 1. When the Fed started to signal QE 1, the 10 yr went from just under 4%, to just over 2% by the end of 2008. Then when QE 1 started, rates didn't go lower, they went up.

    With ECB QE on tap, even though its not as powerful as the Fed, we have a similar situation. Based on this, rates should start to go up a bit. What will keep them down is the whole Greek tradgedy. Once the Greeks get their bailout, then the last fear trade factor will be gone (at least with regards to headlines), and 2100+ on the S&P and 2.30 to 2.50 on the 10 yr should be the zone.
    Mar 18, 2015. 04:24 PM | Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    "The statement once again stresses the data dependent nature of monetary policy and with “patience” now removed, the FOMC is free to consider rate increases on a meeting-by-meeting basis. It just may be that the data needed to confirm said rate increase may be hard to come by, at least by June."

    http://bit.ly/1GYKCY8

    They may have carved the out they needed.
    Mar 18, 2015. 04:19 PM | Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    Sure sounds like they are trying to drop the whole calendar thing.

    “An increase in the target range for the federal funds rate remains unlikely at the April” meeting, the Federal Open Market Committee said in a statement Wednesday in Washington. The panel said it will be appropriate to tighten “when it has seen further improvement in the labor market and is reasonably confident that inflation will move back to its 2 percent objective over the medium term.”
    Mar 18, 2015. 02:08 PM | Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    This just in. The Fed has lost its "patience".

    http://bloom.bg/1GY2iTR
    Mar 18, 2015. 02:05 PM | Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    "It’s all part of a planned, calculated move away from defacto calendar-based forward guidance and more towards a meeting-by-meeting approach."

    Well, now, this is interesting. Maybe what Yellen and Co. will do to get themselves out of the corner they painted themselves into, is to shift the language from calendar-based to data dependent.

    http://bit.ly/1xeissJ

    If they could pull that off, they could give themselves years before a rate hike.
    Mar 18, 2015. 09:22 AM | 1 Like Like |Link to Comment
  • Varoufakis And Fingergate - Euro Signaling Systemic Crisis Is Close [View article]
    The deadline is just another opportunity to establish another deadline.
    Mar 17, 2015. 03:45 PM | 1 Like Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    I would love to be in charge of the FDIC.
    Mar 17, 2015. 03:44 PM | Likes Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    "until the GDP output gap closes"

    Speaking of gaps, take a look at this one.

    "Non-Farm Payrolls (YoY % Change) and Retail Sales (YoY % Change) Usually Track Together Until Lately"

    http://bit.ly/1CsjT8W
    Mar 17, 2015. 02:25 PM | 1 Like Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    The last time the Japan 10 yr was over 2% was in the late 90s. In other words, almost 20 years.
    Mar 17, 2015. 01:36 PM | 1 Like Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    "is not a Bank and it not part of the Federal Government! "

    It's just semantics. This was all part of the Progressive movement to have gov cartelize industry. Since its politically unpopular to say the gov is nationalizing banks, what you do is create a "private" entity that does what these people really wanted gov to do. Its also known as political cowardice. Politicians create some entity on which they pawn off their responsibilities, thus when the regulatory entity fails, the politicians can point to the entity for blame and not themselves.

    Make no mistake, a central bank is gov.
    Mar 17, 2015. 11:57 AM | 1 Like Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    Interesting recap of the Greenspan/Bernanke rate hikes from 2004 to 2007.

    http://bit.ly/1MJuEDd
    Mar 17, 2015. 11:52 AM | Likes Like |Link to Comment
  • The Answer Is No [View article]
    Here it is again.

    "The Fed believes inflation comes from labor shortages."

    http://bit.ly/1MIV7kt
    Mar 17, 2015. 10:17 AM | 1 Like Like |Link to Comment
  • The Fed Will Not Raise Rates... Here's Why [View article]
    The Fed may have painted itself into a corner.

    http://bit.ly/1MIV7kt
    Mar 17, 2015. 10:15 AM | Likes Like |Link to Comment
  • Stability Of The European Union (23) January 1, 2015. [View instapost]
    Its kind of like wrestling. Is it real, or is it all staged?

    http://bit.ly/1Crxxcn

    And one more article on the Greek debt subject.

    http://bit.ly/1CrxvRY
    Mar 17, 2015. 10:14 AM | 3 Likes Like |Link to Comment
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