In case you missed it

Discussion in 'Economics' started by dealmaker, Mar 15, 2017.

  1. dealmaker

    dealmaker

    recession2016 likes this.
  2. JackRab

    JackRab

    Clearly that lady is someone who doesn't understand how markets work and that the gradual return to normal is a good thing.

    - Where does it say GDP growth will be below 1%???
    - Real wages... yep that's inflation for you > reason to normalize
    - Rising borrowing costs... > come on... we are still at lows... 0.75-1.00 is hardly high and it's just 0.25 'hike'
    - Tighter lending... > is that so? Where does it say that? The FED is tightening in their monetary policy, that doesn't perse mean companies have more difficulties lending
    - Record margin account levels... what does that mean?

    Stock market is mainly relieved the FED might only do 3 hikes instead of 4.
    This is a perfectly normal reaction to normalization in monetary policies IMO....

    She's a cutie with nice teeth... let's leave it at that...
     
  3. xandman

    xandman


    Where did you get "3 instead of 4"? I briefly saw something that said 3 this year AND next year.

    Mostly press noise for now. I am waiting for more interesting commentary to surface.
     
  4. JackRab

    JackRab

    Yeah, your correct... 3 this and 3 next year... Same as projected in December. I misread that some in the market were expecting a more aggressive approach, which would explain the drop in USD.
     
  5. xandman

    xandman

    No. She just showed a dovish stance.

    Very interesting article I came across:

    It is a tradition of every FED chair to try to give a clean slate to the next FED chair. With this outgoing administration, it is not so much as rate normalization but the mountain of assets that the FED acquired. The author made the case that the FED would stop investing these assets in interest bearing instruments before the new chair comes on board and greatly affect.....!

    Anyway, I made a terrible job explaining the thesis. I hope somebody brings it up.