tag:blogger.com,1999:blog-6616959642391988608.post5346368226575439211..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: The outlook for interest ratesScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6616959642391988608.post-38738132148372188762016-12-10T10:35:25.043-08:002016-12-10T10:35:25.043-08:00Mr. Grannis said:
"If he (Trump) only succeed... Mr. Grannis said:<br />"If he (Trump) only succeeds in lowering taxes, especially corporate taxes, that would be fantastic. My main concern has to do with his terrible misunderstanding of trade, but I'm hopeful that he won't cause too much trouble on that front."<br /><br />MY COMMENT:<br />Trump spent a lot more time talking about the balance of trade during the campaign thanThe Cliff Claven of Financehttps://www.blogger.com/profile/13541954550199246606noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-62254312115614136502016-12-07T11:12:35.418-08:002016-12-07T11:12:35.418-08:00Andrew: I'm not "entirely convinced"...Andrew: I'm not "entirely convinced" but I'm pretty optimistic that Trump is going to do things that are positive for the economy. If he only succeeds in lowering taxes, especially corporate taxes, that would be fantastic. My main concern has to do with his terrible misunderstanding of trade, but I'm hopeful that he won't cause too much trouble on that front. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-52892847477606712262016-12-07T10:51:48.293-08:002016-12-07T10:51:48.293-08:00Scott; Thank-you again for the careful analysis. ...Scott; Thank-you again for the careful analysis. <br /><br />I sense that you are not entirely convinced that Trump's policies will improve our nations economic growth rate by a significant amount. There are of course many skeptics, some of whom will suggest that the proposed policy changes are more likely to enrich corporations and executives than aid the country as well as lead to a Andrewhttps://www.blogger.com/profile/01390035459036380103noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-82228679560538943132016-12-07T07:34:17.468-08:002016-12-07T07:34:17.468-08:00Mr. McKibbin: you have quite the imagination!Mr. McKibbin: you have quite the imagination!Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-56220667911330794652016-12-07T03:14:04.468-08:002016-12-07T03:14:04.468-08:00US Corporate BBB Effective Yield is at 3.85%, comp...US Corporate BBB Effective Yield is at 3.85%, compared to 3.89% the previous market day and 4.27% last year. This is lower than the long term average of 5.74%.---Y charts.<br /><br />I look for yields to fall after William McKibbin's commentary. <br /><br />Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-57546254953084818952016-12-07T02:57:24.636-08:002016-12-07T02:57:24.636-08:00Prognosticating markets-especially rates may be fu...Prognosticating markets-especially rates may be fun but it is a waste of a thought process and 16-18%! Sheesh! Give me a break already...stevehttps://www.blogger.com/profile/07387986994469835875noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-37866959112124914672016-12-06T22:13:19.436-08:002016-12-06T22:13:19.436-08:00Watch for interest rates to rise sharply in the ne...Watch for interest rates to rise sharply in the next 3-5 years eventually plateauing at around 16-18% by 2023. As an explanation, I believe that Donald Trump will lead the US into a debt default. The Trump administration will begin redeploying our military back to the homeland to deter or defend against foreign attacks from creditor nations seeking retribution by conquest. Homeland military McKibbinUSAhttps://www.blogger.com/profile/10545798495680527622noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-58901157720292129072016-12-06T16:57:02.793-08:002016-12-06T16:57:02.793-08:00Well first, Scott Grannis deserves a medal for bra...Well first, Scott Grannis deserves a medal for bravery for trying to decipher interest rates.<br /><br />My own pet theory is that there is a global glut of capital, caused by sovereign wealth funds and public pension plans which make savings automatic.<br /><br />Many nations also require various forms of business insurance, and insurance premiums tend to be invested.<br /><br />Some Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com