tag:blogger.com,1999:blog-6616959642391988608.post2955687323174764849..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Systemic risk declines globallyScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger13125tag:blogger.com,1999:blog-6616959642391988608.post-43841685803980114822013-12-02T10:32:26.235-08:002013-12-02T10:32:26.235-08:00Thanks! Thanks! Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-13086629444329003692013-12-01T07:37:02.660-08:002013-12-01T07:37:02.660-08:00I read the blogs of several economists on a regula...I read the blogs of several economists on a regular basis. So far, the blog by Scott Grannis has been the most helpful for me in understanding where the United States economy and the World Economy are at the moment. Thank-you Mr. Grannis for an excellent blog.<br />Illuninatihttps://www.blogger.com/profile/11423190828865695564noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-2369129201462235602013-11-30T10:44:38.705-08:002013-11-30T10:44:38.705-08:00LIPPER FUND FLOW REPORT
Weekly 11/27/2013
Equit...<br /><b>LIPPER FUND FLOW REPORT</b><br /><br /><b>Weekly 11/27/2013</b> <br /><br />Equity Fund Inflows $12 Bil;<br /><br />Taxable Bond Fund Inflows $141 Mil<br /><br />xETFs - Equity Fund Inflows $1.7 Bil; <br />Taxable Bond Fund Inflows $1.2 Bil<br /><br /><b>Weekly 11/20/2013</b><br /><br />Equity Fund Inflows $4.2 Bil;<br /><br />Taxable Bond Fund Outflows -$430 Mil<br /><br />xETFs - Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-11738647330559387342013-11-30T10:35:12.490-08:002013-11-30T10:35:12.490-08:00ECRI Weekly Leading Index Edges Up
A measure of f...<b>ECRI Weekly Leading Index Edges Up</b><br /><br />A measure of future U.S. economic growth rose to a nine-week high while the annualized growth rate also gained, a research group said on Wednesday.<br /><br />The Economic Cycle Research Institute said its Weekly Leading Index stood at 132.5 in the week ended Nov. 22, up from 132.1 the prior week.<br /><br />The index's annualized growth Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-29205654644303759362013-11-29T23:08:29.746-08:002013-11-29T23:08:29.746-08:00Systemic risk has literally gone off the scale.
...Systemic risk has literally gone off the scale. <br /><br />Fiat money, that is Credit, AGG, and Currencies, DBV, and CEW, died October 23, 2013, with the bond vigilantes calling the Interest Rate on the US Ten Year Note higher from 2.48%, which has destroyed not only US Treasuries, TLT, but also Emerging Market Bonds, EMB. <br /><br /><br />The death of fiat money has been transferred to a theyenguyhttps://www.blogger.com/profile/08515095308836729043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-67236798126178125412013-11-29T06:05:08.699-08:002013-11-29T06:05:08.699-08:00@Benjamin, the US Fed is not fighting for growth o...@Benjamin, the US Fed is not fighting for growth or employment, but rather near zero inflation rates (although the official goal is 2% inflation) -- the purpose of QE was to avert deflation, not to promote either growth or employment -- in fact, the Fed has been successful at managing inflation under Dr Bernanke's leadership -- but make no mistake, neither monetary nor fiscal policy-makers inMcKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-135751753364666782013-11-28T04:15:00.688-08:002013-11-28T04:15:00.688-08:00Nikkei index jumps 1.8% to highest in almost six y...Nikkei index jumps 1.8% to highest in almost six years<br /><br /><br />Nikkei 225 index jumped 1.80 per cent to its highest close in almost six years as yen and record finishes on Wall Street helped propel the market.<br /><br /><br />TOKYO: Tokyo's Nikkei 225 jumped 1.80 per cent to its best close in almost six years Thursday as a weaker yen and record finishes on Wall Street helped propel Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-28879502325004286992013-11-27T22:15:13.509-08:002013-11-27T22:15:13.509-08:00Nice wrap-up. The worst is behind us.
Can we thr...Nice wrap-up. The worst is behind us. <br /><br />Can we thrive again?<br /><br />The US fiscal policy is a mess, though as Grannis has pointed out, getting better even with DC neglect and stupidity. The deficit is getting smaller. <br /><br />Monetary policy remains constrictive, despite what you read. Inflation is dead--that means tight money. The dollar is stable against the euro, and they areBenjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-50040877899342415032013-11-27T22:12:53.432-08:002013-11-27T22:12:53.432-08:00This comment has been removed by the author.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-41657277654658039682013-11-27T14:07:13.922-08:002013-11-27T14:07:13.922-08:00Great news, Scott.
Thank you & Happy Thanksgiv...Great news, Scott.<br />Thank you & Happy ThanksgivingWilliamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-39242387681289774422013-11-27T13:52:30.686-08:002013-11-27T13:52:30.686-08:00Now is time to buy dividend and rent earning equit...Now is time to buy dividend and rent earning equities for the long haul -- the persistent economic depression along Main Street USA has created bargains galore -- however, I see essentially no chance of robust growth fort at least 3-5 decades -- expect real home values, real working wages, and the employment to population ratio to steadily decline to the lowest levels ever recorded in the US overMcKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-63472507512127389902013-11-27T13:09:55.025-08:002013-11-27T13:09:55.025-08:00I don't see major changes in the near future--...I don't see major changes in the near future--growth is likely to be modest as it has been in the past four years: something in the range of 2-2.5%. But the longer-term outlook is more favorable, since we are likely to see some positive fiscal policy shifts (lower taxes, more limited government) in the next year or two. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-6546726116337296252013-11-27T11:09:58.038-08:002013-11-27T11:09:58.038-08:00Scott, economist Alan Beaulieu is the darling of t...Scott, economist Alan Beaulieu is the darling of the CEO world and most certainly of Vistage, the CEO netwroking group I am in. He projects a very slow 2014 connected to industrial production slowing drastically.Then an up-tick in 14/15. thoughts? Thanks, and have a great holiday!Anonymoushttps://www.blogger.com/profile/05439705538200732703noreply@blogger.com