A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest...
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Posts Tagged ‘ Monetization ’
New McMansion sales continue to fall off a cliff
Ya wanna see what has the Fed in a panic?
Well, look no further than this link:
http://www.calculatedriskblog.com/2011/08/new-home-sales-in-july-at-298000-annual.
html
...at Calculated Risk blog, which shows the chart below.
Needless to say, the ab...
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The Market Whisperer
Admittedly, it took more than a Cesar Millan "tsst" to stop Silver (and Gold and Oil) in its tracks. Raising the margin requirements (details of which are most ably covered by Jesse at his Café Américain), killing Osam bin Laden, and continuing to promise an end to debt monetization helped,...
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The Market Whisperer
Admittedly, it took more than a Cesar Millan "tsst" to stop Silver (and Gold and Oil) in its tracks. Raising the margin requirements (details of which are most ably covered by Jesse at his Café Américain), killing Osam bin Laden, and continuing to promise an end to debt monetization helped,...
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The Game Of Chicken: Collision, Blood and Bones
Throughout the history of nations, monetizing the budgetary excesses of governments has proven to be a direct path to economic perdition. Having already peeked inside that door, I feel strongly that we must now shut it, lock it and throw away the key. -Richard Fisher-Fed Governor The following chart says it all. The Fed’s...
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The Last Bull Market In Paper
The month of June, the stated end of the Fed's monetization/debt creation, matches Armstrong's turn .... when the Bernank ostensibly hits the wall with QE2. We are getting close. In another section of the latest letter Buckler points out that CDS sprea...
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Standard English Translation- That’s What I Call A Racket
For the benefit of everybody who hated Now Dat’s What I Call a Racket, which is probably everyone not from Philly, Jersey, NYC or Lawn Giland, here’s a translation in something approximating standard English. Mea culpa! Total MBS on the Fed’s balance sheet fell by $15.2 billion last week; bringing the drop to $29...
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Radio Free Wall Street 4/8/10
Russ Winter and Lee Adler discuss the impact of the end of Fed monetization, the term structure of US government debt, currency and Treasury market strategy, and the real meaning of the most recent housing and employment data. Lee discusses the likely timing for the next market crash.
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Actionable Bagholders
âMoney has no motherland; financiers are without patriotism and without decency; their sole object is gain,â â Napoleon Bonaparte.
Today the Fed came into the Treasury market with less monetization than anticipated. Dealers were left as bagholders resulting in an 16 BP increase in the 10 year T-Note. Is the Fed being bipolar, or...
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Radio Free Wall Street 3/31/09
Lee Adler and Russ Winter discuss whether the Fed’s monetization will spur inflation. The answers could surprise you. Russ and Lee give their views on how to play the market in view of current Fed and Government actions.
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Fed Balance Sheet Collapses- Professional Edition
The Fed’s balance sheet shrank dramatically this week as banks paid off TAF loans and reduced their deposit accounts at the Fed on which they are no longer earning any interest. When the Fed cut the interest rate it paid on reserves I warned our subscribers that this would be the result. I expect...
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Looming Inflation a Matter of Fact, or Faith?
I got this question this morning from a poster over on the Stool Pigeons Wire. Am I correct in stating that regardless of whether or not the new reserves that will be added once the FED purchases the GSE/MBS paper are utilized to increase fractional-reserve lending (at least initially), there would still be substantial...
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