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The Shape Of Things To Come?


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Thirty year TIPS spread to nominal treasuries at an all time high yet the bond market seems not to care. Richard Russel says it is not inflation driving gold but the excessive growth in liabilities in the financial system. Admittedly, a strange world where a government promise to repay in cheaper dollars is not a worry. Yet that is what we are witnessing.

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Capacity ute: 75.0%.

 

This is still 7 percentage points beneath the low-eighties level that the Fed is targeting. Ergo the talking heads spouting "indefinite low rates" psychobabble.

 

The Fedheads inhabit an esoteric, academic world of 'output gaps' and 'Taylor rules.' They are dead set on pegging those capacity ute and employment numbers at 'full output' levels.

 

As usual, they will gin up a terrific head of inflation. Then like a panicked newbie driver, they will slam on the brakes and bring the economy to a juddering, smoking halt in the middle of the information highway ... with an 18-wheeler dollar crisis bearing down on it from behind.

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Thirty year TIPS spread to nominal treasuries at an all time high yet the bond market seems not to care. Richard Russel says it is not inflation driving gold but the excessive growth in liabilities in the financial system. Admittedly, a strange world where a government promise to repay in cheaper dollars is not a worry. Yet that is what we are witnessing.

Just one more example of jobs that we have exported to Aisa - bond vigilantes

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News is noise for the most part but excuse me, gold, bonds, equities, and the dollar are taking the inflation news with amazing complacency. Its surreal. Is the fix in AGAIN?

When isn't the fix in? :unsure:

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Capacity ute: 75.0%.

 

This is still 7 percentage points beneath the low-eighties level that the Fed is targeting. Ergo the talking heads spouting "indefinite low rates" psychobabble.

 

The Fedheads inhabit an esoteric, academic world of 'output gaps' and 'Taylor rules.' They are dead set on pegging those capacity ute and employment numbers at 'full output' levels.

 

As usual, they will gin up a terrific head of inflation. Then like a panicked newbie driver, they will slam on the brakes and bring the economy to a juddering, smoking halt in the middle of the information highway ... with an 18-wheeler dollar crisis bearing down on it from behind.

Round the clock Fed Bullhorning, Jamming, and Printing.

 

Fighting perhaps the biggest and strongest run in the CRB in this decade.

 

The more they jam down the energy futures and precious metals, the more spectacular the ultimate breakout.......

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