tag:blogger.com,1999:blog-6616959642391988608.post7619035251873121122..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Why are yields so low if manufacturing is doing so well?Scott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-6616959642391988608.post-48969748998246488222014-09-03T11:49:49.759-07:002014-09-03T11:49:49.759-07:00William: I think my comments in this post are comp...William: I think my comments in this post are compatible with your theory. It was not my intention to rule out foreign investors' demand for safe U.S. assets as a factor behind unusually high prices. Scott Grannishttps://www.blogger.com/profile/14028519647946868684noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-86929706998728819422014-09-03T10:43:15.492-07:002014-09-03T10:43:15.492-07:00Scott, I thought your argument about low bond yiel...Scott, I thought your argument about low bond yields being caused by risk aversion by American investors made a lot of sense until late 2013 - 2014.<br /><br />Over the past year I think there must be more to it which required looking beyond the USA. I should think that much of the reason is foreign investment in US bonds because of 1) reaching for yield by Japanese and other investors who find UWilliamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-35505706786635839442014-09-03T02:58:27.161-07:002014-09-03T02:58:27.161-07:00Powerful blogging.
I think investors are not con...Powerful blogging. <br /><br />I think investors are not confident either, in some ways I blame Obama, although Bush jr. in his latter years scared the baloney out of a lot of people too. <br /><br />Why are interest rates so low now? <br /><br />The new normal?<br /><br />Maybe so. I have previously mentioned a Bain & Co. report "A World Awash in Money." Short story, they say Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.com