Jauronimo Posted May 23, 2014 Share Posted May 23, 2014 Damnit. For whatever reason, "January" read as "December" in my mind. I have no idea why. Still, the larger sentiment is the same, as the expressed warnings were both issued under similar conditions, and with the spectre of the end of quantitative easing on the near horizon. I've been guilty of that mistake a few times. Its a lot better when someone catches it on a message board than when your boss catches that mistake in a present value calc. Link to comment Share on other sites More sharing options...
TPS Posted May 23, 2014 Share Posted May 23, 2014 TPS: Forecast inflation, or in absence of inflation, the effects of the Fed curbing inflation on the economy, over the next 10 years. If you would, please. And, Given your overly critical nature, stake your professional credentials on them. I must be the only one here on PPP with this attribute.... I'll get back to you on this shortly, and I'll include a date for the world's end.... Link to comment Share on other sites More sharing options...
TPS Posted May 23, 2014 Share Posted May 23, 2014 I haven't been keeping tabs on this stuff lately, so take it for what it's worth, but food prices have sky rocketed lately. Any idea what's driving them up? Just came across this piece today...http://www.chicagotribune.com/business/sns-rt-us-usa-agriculture-inflation-20140523,0,61112.story Link to comment Share on other sites More sharing options...
3rdnlng Posted May 23, 2014 Share Posted May 23, 2014 Biofuels have contributed mightily to food price increases across the board. Link to comment Share on other sites More sharing options...
TPS Posted May 23, 2014 Share Posted May 23, 2014 Biofuels have contributed mightily to food price increases across the board. corn specifically. Link to comment Share on other sites More sharing options...
TPS Posted September 30, 2014 Share Posted September 30, 2014 looks like we should be more worried about deflation than inflation. http://www.bloomberg.com/news/2014-09-29/gluts-spur-investor-exit-signaling-prolonged-price-slumps.html The stronger dollar will depress things too. I'm very leery about the stock market right now. Even emerging markets are risky as the strong dollar is causing the carry trade to unwind in a big way. On the other hand, there's no place for investors to make a buck.... Link to comment Share on other sites More sharing options...
Nanker Posted October 1, 2014 Share Posted October 1, 2014 Certainly not in bonds. Link to comment Share on other sites More sharing options...
TPS Posted October 1, 2014 Share Posted October 1, 2014 Certainly not in bonds. Well, in the short term, if today's dumping turns into a little trend, then rates will decline and you'll get some cap gains. Regardless, I'm in cash and will get back in after this all settles down... Link to comment Share on other sites More sharing options...
TPS Posted October 15, 2014 Share Posted October 15, 2014 Well, in the short term, if today's dumping turns into a little trend, then rates will decline and you'll get some cap gains. Regardless, I'm in cash and will get back in after this all settles down... Looks like the dumping has turned into a trend. Since Nanker's post, the 10-year Tbond rate has fallen from 2.4% to below 2%, so there has been a nice bump in gains if you were into bonds. I'm trying to figure out when to jump back into equities...? Too much chaos at the moment. I wonder if that idiot Plosser is still worried about excess reserves and inflation? He should be worried about deflation.... Link to comment Share on other sites More sharing options...
TPS Posted January 20, 2016 Share Posted January 20, 2016 looks like we should be more worried about deflation than inflation. http://www.bloomberg.com/news/2014-09-29/gluts-spur-investor-exit-signaling-prolonged-price-slumps.html The stronger dollar will depress things too. I'm very leery about the stock market right now. Even emerging markets are risky as the strong dollar is causing the carry trade to unwind in a big way. On the other hand, there's no place for investors to make a buck.... My annual reminder for those who believed the Fed's QE policies would lead to high inflation. (Un?)Fortunately, Charles "clueless" Plosser has retired from the Fed so we won't be getting any more of his "dire" warnings about how the $2.5 trillion in excess reserves (which are still there) will lead to future inflation.... Link to comment Share on other sites More sharing options...
Tiberius Posted January 20, 2016 Share Posted January 20, 2016 http://www.latimes.com/business/la-fi-consumer-prices-inflation-20160120-story.html Link to comment Share on other sites More sharing options...
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