I dont. Too hard to predict what libor will do, ZQ is pure fed policy so I rather stick with that
If anything Bernanke will ask his wife to take a sip
Tell that to all the folks with billions in buying power that were glued to their bloomberg terminals with a finger on the trigger a few minutes ago
Statement wasnt dovish enough
Fed removes "Moreover, the Committee sees some risk that inflation could persist for a time below rates that best foster economic growth and price...
OP, forget it, Bill Poole just said there is no reason to signal any type of hike anytime soon. And he is as hawkish as it gets
It seems that the idea behind the ECB program is affecting the term structure. Locking in 1% for 12 months, prior to that the cost would been...
As I understand the ECB has been liberal in their mortgage collateral requirements, so the bank can use their own lending to speculate on the low...
Why should the government payoff EVERY mortgage?The real problem are the mortgages that are missing payments(only a fraction of total mortgages)...
Borrow at 1% from the central bank for 12 months and buy 2y bunds at 1.42% taking a bit of interest rate risk
I get the error "No Trading permission, Regulatory Restriction", even though US fixed income is enabled in my profile. IB CS is not answering what...
Yet a large amount of people on ET accept that idea that deflation and disinflation is coming for a while, even with the money supply is up...
The Fed is likely to try to adjust the market expectation in this meeting. It seems that the market would be incorrect in two things, that short...
M1 and M2 are up 16% and 9% y-y, the monetary base is soaring. The reason inflation is coming down is because of the phillips curve(in a cyclical...
No free lunch here, banks would take massive losses and the FDIC would have to be bailed out huge, your taxes would go up a lot to pay for it
Total US mortgage debt is something like $10T(this number might be off by a few T) against a total M1 of $1.5T and M2 of $8.3T, your plan would...
I'm already quite long going into a fed meeting so I'm holding off adding anything to see what the statement says, they might even go down if the...
Early 2010 contracts after the crash 99.15 for feb IIRC, some others are well. About the only V shaped recovery these green shooters will see is...
Then I suppose we are on the same page. Since I'm speculating on fed futures I'm not very concerned about long-term rates and worries about exit...
Please do, I haven't made up my mind on this yet. I do know that Case Shiller matters a ton for likely bank losses since dollar numbers and bubble...
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