tag:blogger.com,1999:blog-6616959642391988608.post2567166896191039104..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Key indicators are still healthyScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-6616959642391988608.post-23334506835176005492018-11-05T20:24:33.429-08:002018-11-05T20:24:33.429-08:00Re "a potential world-wide dollar shortage vi...Re "a potential world-wide dollar shortage vis-a-vis emerging market debt ". That would be a very bad thing for emerging markets. Something similar happened in 2001, when the Fed was very tight, the dollar was very strong, and the economy was starved for liquidity. Emerging market currencies were devastated, and their economies suffered a great deal. Fortunately I don't think we areScott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-84895773847844275292018-11-05T20:22:14.873-08:002018-11-05T20:22:14.873-08:00Re "What is real fed funds rate?"
It is...Re "What is real fed funds rate?"<br /><br />It is the Fed's target funds rate (currently 2.25%) less the rate of inflation according to the Core PCE deflator, which is the Fed's preferred measure of inflation. The Core PCE deflator has increased about 2% in the past year, which means the real Fed funds rate is 2.25% minus 2% = 0.25%. Approximately.Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-8061667487667225252018-11-03T22:49:24.336-07:002018-11-03T22:49:24.336-07:00What is real fed funds rate?What is real fed funds rate?Anonymoushttps://www.blogger.com/profile/00595897524511859131noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-84156678328349434552018-09-24T16:44:35.287-07:002018-09-24T16:44:35.287-07:00Scott,
Off topic for this thread, but would be in...Scott,<br /><br />Off topic for this thread, but would be interested in your view on a potential world-wide dollar shortage vis-a-vis emerging market debt potential difficulties.Unknownhttps://www.blogger.com/profile/04067053299094535546noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-91674208005289253312018-09-19T08:04:26.074-07:002018-09-19T08:04:26.074-07:00From my latest
economics newsletter,
reformatted f...From my latest<br />economics newsletter,<br />reformatted for<br />easier reading:<br /><br /><br />" … I’ve been noticing<br />that historical Real GDP <br />growth numbers <br />are often wrong on TV <br />-- one pundit claimed <br />Obama had 1% growth <br />and Trump had 4% growth <br />-- possibly quoting <br />a Trump Tweet. <br /><br /><br />Here are the facts: <br /><br /><br />The Cliff Claven of Financehttps://www.blogger.com/profile/13541954550199246606noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-62966515955970520602018-09-13T16:27:32.177-07:002018-09-13T16:27:32.177-07:00i suggest a hair suit for your disorder. i suggest a hair suit for your disorder. marcusbalbushttps://www.blogger.com/profile/13596266889368486043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-16159027127781030702018-09-12T06:38:05.548-07:002018-09-12T06:38:05.548-07:00Marcus: You're actually right; I do have a lot...Marcus: You're actually right; I do have a lot to be modest about! Self-deprecation: try it sometime...Grechsterhttps://www.blogger.com/profile/08898953158865778397noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-20159851621294627162018-09-11T18:24:22.814-07:002018-09-11T18:24:22.814-07:00matthew and steve: you seem like modest men with ...matthew and steve: you seem like modest men with a lot of good reason to be modest. marcusbalbushttps://www.blogger.com/profile/13596266889368486043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-1610007324663505082018-09-11T16:10:58.664-07:002018-09-11T16:10:58.664-07:00Aewsome scott. These are my favorite graphs. Ev...Aewsome scott. These are my favorite graphs. Everything looks very good. <br /><br />Thank you.Alhttps://www.blogger.com/profile/01261213308707778791noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-57989645097856797362018-09-11T11:54:52.525-07:002018-09-11T11:54:52.525-07:00"abandon all hope who enter here" says t..."abandon all hope who enter here" says the man who has the temerity to use the worst money manager in history as a reference source. what a miserable twerp...stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-89879277139478338352018-09-11T10:52:39.304-07:002018-09-11T10:52:39.304-07:00Marcus: Now you're insufferable in two languag...Marcus: Now you're insufferable in two languages. Congrats.Grechsterhttps://www.blogger.com/profile/08898953158865778397noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-73279456105746901582018-09-11T10:43:24.108-07:002018-09-11T10:43:24.108-07:00Data for EU swap spreads comes from Bloomberg. Data for EU swap spreads comes from Bloomberg. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-89991263693361113102018-09-11T08:45:00.126-07:002018-09-11T08:45:00.126-07:00lasciate ogni speranza, voi ch'entratelasciate ogni speranza, voi ch'entratemarcusbalbushttps://www.blogger.com/profile/13596266889368486043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-78947791813540238952018-09-11T01:35:39.342-07:002018-09-11T01:35:39.342-07:00Thanks Scott, I've been following your blog fr...Thanks Scott, I've been following your blog from a couple of years now and proven to be an extremely valuable tool. May I ask where do you get data for EU swap spread?<br /><br />Bye from ItalyAnonymoushttps://www.blogger.com/profile/02531896536532575673noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-68079441624813641572018-09-10T19:06:27.032-07:002018-09-10T19:06:27.032-07:00Thanks for posting. Hoping as well for a positive ...Thanks for posting. Hoping as well for a positive trade result this week with Canada and then the EU next. Then there would be momentum to get something done with China. Easier to be patient with the good fundamentals across the board. Thanks. tomhttps://www.blogger.com/profile/16362700124030334035noreply@blogger.com