tag:blogger.com,1999:blog-6616959642391988608.post3388996408171305473..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Don't forget the TED spreadScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-6616959642391988608.post-77146698657854119222016-01-25T20:01:18.368-08:002016-01-25T20:01:18.368-08:00Some are now positing that the expected return on ...Some are now positing that the expected return on cash will soon top expected return on assets. A 2008 replay.<br /><br />The Fed appears very reckless and imprudent in its monetary policy. <br /><br />Can we get that non-business priented academic Yellen out of the Fed, and a pro-growth, pro-business type in?Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-13343894086506906682016-01-25T19:19:08.419-08:002016-01-25T19:19:08.419-08:00still buying apple grannis? booya!still buying apple grannis? booya!marcusbalbushttps://www.blogger.com/profile/13596266889368486043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-49940317381184630012016-01-23T18:19:42.293-08:002016-01-23T18:19:42.293-08:00Ross---
The reverse repo program---artificially ra...Ross---<br />The reverse repo program---artificially raising short-term interest rates? <br />What is the upside in that?Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-89112379352467559792016-01-23T12:34:30.105-08:002016-01-23T12:34:30.105-08:00The IOER reverse repo is working very well for big...The IOER reverse repo is working very well for big banks, but it's not benefited main street.<br />If anything, it has insulated banks from the economy.Andrewhttps://www.blogger.com/profile/01390035459036380103noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-79880077273113794402016-01-23T09:26:00.831-08:002016-01-23T09:26:00.831-08:00T-Bills spikes have always preceded Fed rate hikes...T-Bills spikes have always preceded Fed rate hikes in the modern era. The Fed has jawboned the market into moving before they act. Markets tell them when its OK to move. More coming. Each hike will start being less punative to stock market, IMO, as long as Fed stays super accommodative. Just like market pouted in a taper tantrum, it will finally figure this one out, too.Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-76458798319694692992016-01-23T07:43:53.939-08:002016-01-23T07:43:53.939-08:00I suspect the Fed's tacit intervention into th...I suspect the Fed's tacit intervention into the fracking industry with bridge financing (via its Wall Street proxies) will have the effect of settling down the markets, especially with the rumor of Congress considering an embargo tax on oil imports -- I'm not sure what the side effects of an embargo tax on oil might be, but some kind of retaliation by OPEC will no doubt follow -- but McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-23826828474148948612016-01-22T21:44:33.863-08:002016-01-22T21:44:33.863-08:00PS ...why the 3-month Tbill spike?
Related to th...PS ...why the 3-month Tbill spike? <br /><br />Related to the Fed hike on IOER?Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-26439499678591805132016-01-22T18:04:08.349-08:002016-01-22T18:04:08.349-08:00Well, I still wonder if the Fed's policy of sl...Well, I still wonder if the Fed's policy of slow monetary asphyxiation will work. This strikes me as a perfect time to gun the presses and shoot for prosperity.<br /><br />There is a serious issue that the supply of housing is restricted in America due to local property zoning. But that remains outside the ken of the Fed. And a non-PC topic!Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-7775792824712776932016-01-22T11:22:04.769-08:002016-01-22T11:22:04.769-08:00Thank you Scott. Enjoy the slopes and sun! Thank you Scott. Enjoy the slopes and sun! Tom Lhttps://www.blogger.com/profile/09337661874291350883noreply@blogger.com