Sphinxter Posted November 14, 2003 Report Share Posted November 14, 2003 Al has a problem. Rates have to be raised but TPTB have decreed that DOW 10K is a MUST. DOW can't survive a rate increase right now. What to do? What to do? Link to comment Share on other sites More sharing options...
DrStool Posted November 14, 2003 Report Share Posted November 14, 2003 Your Anals Opening Intraday is up and ready for download. Take a subscribatory, open it and download it RIGHT NOW, along with everything else in your Anals!? 15 Day Intro Subscribatory. Just $2.99! Get In RIGHT NOW! Link to comment Share on other sites More sharing options...
Bearbones Posted November 14, 2003 Report Share Posted November 14, 2003 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. Link to comment Share on other sites More sharing options...
DrStool Posted November 14, 2003 Report Share Posted November 14, 2003 Take the traders survey. Link to comment Share on other sites More sharing options...
machinehead Posted November 14, 2003 Report Share Posted November 14, 2003 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. Link to comment Share on other sites More sharing options...
Lock Limit Down Posted November 14, 2003 Report Share Posted November 14, 2003 Pre market boner in IBM. da boyz are going to save the averages. Way too much bad news for them. 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? Link to comment Share on other sites More sharing options...
soup Posted November 14, 2003 Report Share Posted November 14, 2003 wndy: All I can surmise is things are more out of control then even we think. They are scared to death of something. What worries them so? Link to comment Share on other sites More sharing options...
growler Posted November 14, 2003 Report Share Posted November 14, 2003 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 Link to comment Share on other sites More sharing options...
Guest Posted November 14, 2003 Report Share Posted November 14, 2003 wndy: All I can surmise is things are more out of control then even we think. They are scared to death of something. What worries them so? The truth, perhaps? Link to comment Share on other sites More sharing options...
Slothrop Posted November 14, 2003 Report Share Posted November 14, 2003 Dollar positive now. Link to comment Share on other sites More sharing options...
Guest Posted November 14, 2003 Report Share Posted November 14, 2003 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? Link to comment Share on other sites More sharing options...
wndysrf Posted November 14, 2003 Report Share Posted November 14, 2003 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....... Link to comment Share on other sites More sharing options...
soup Posted November 14, 2003 Report Share Posted November 14, 2003 something has to give. This is too surreal, bizare, and downright strange. Bonds rally on a breakout in the crb? vix with a 16 handle? stocks and bonds in nosebleed territory and the dollar is getting whacked? Link to comment Share on other sites More sharing options...
Takachi Posted November 14, 2003 Report Share Posted November 14, 2003 One of these days we're going to wake up and the rest of the world will have gotten off the bus overnight. Years of economic adjustments will have been inflicted within hours. Link to comment Share on other sites More sharing options...
The brown one Posted November 14, 2003 Report Share Posted November 14, 2003 Just a thot,but bettcha Al got a tip-off yesterday about the inflation numbers. At that moment the bond price was at its monthly low and he knew if he didn't do sumtin' smartish that rates would break out to the upside when the inflation numbers came out today. Obviously at the wild cornered animal stage now! Link to comment Share on other sites More sharing options...
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