Short 30 Year Tips/Tsy Spread Proshares (FINF) 42.47 $FINF
Is 2% Core Inflation The Fed's Target, Or A Ceiling?
Hale Stewart - Seeking Alpha - Thu Mar 19, 6:30PM CDT
By New Deal Democrat I really don't have much to add to what you have probably read elsewhere about the Federal Reserve's policy statement , except that it appears to me that 2% inflation isn't really being treated as a target so much as a...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), RINF: 30.61 (+0.74)
Deeds, Not Words? Or, Say Less And Mean More
David Merkel, CFA - Seeking Alpha - Thu Mar 19, 1:37PM CDT
Crawling to the first tightening move There was a lot of hoopla yesterday over the FOMC removing the word "patient" from its statement. But when you read the sentence that replaced the sentence containing the word patient, you shouldn't...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
FOMC: No Longer 'Patient', But Dovish As Ever
Pater Tenebrarum - Seeking Alpha - Thu Mar 19, 6:21AM CDT
How to Blunt the Absence of a Sentence Wall Street's Kremlinologists were not baffled for long. Shortly after the FOMC statement was released, the US dollar tanked, and everything that wasn't nailed down soared in price. Essentially, the FOMC has...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), RINF: 30.61 (+0.74)
Alice Rivlin: Financial Instability Now More A Concern Than Inflation
The Angry Bear - Seeking Alpha - Thu Mar 19, 3:47AM CDT
By Edward Lambert Alice Rivlin has a wonderful speech about Fiscal & Monetary Policy in a Post-inflation World . Her basic point among many keen insights is that financial instability should be more of a priority now than inflation. I agree...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Fed's FOMC: We'll Raise Rates Some Day. Honest.
Mises Institute - Seeking Alpha - Thu Mar 19, 2:37AM CDT
By Ryan McMaken The Fed's FOMC has affirmed that it may raise interest rates at some point in the future if conditions warrant. In other words, the Fed has said nothing at all. In its press release , the Commitee noted: To support continued...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Celebrations Over QE That Doesn't Work, So Bring More QE
Joseph Calhoun - Seeking Alpha - Thu Mar 19, 2:28AM CDT
By Jeffrey P. Snider Ever since the price of oil became a major economic theme last fall, even before the now-ubiquitous "dollar" though they are essentially one and the same function, economists and especially those at the FOMC have been...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), UUPT: 29.72 (-0.06), INFL: 39.28 (unch), UINF: 27.79 (+0.01), UDN: 21.61 (+0.26), USDU: 28.43 (-0.39), FORX: 42.90 (-0.29), UUP: 25.82 (-0.35), UDNT: 10.33 (-0.15), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Yellen Strikes A Dovish Tone
Tim Duy - at Seeking Alpha - Thu Mar 19, 12:56AM CDT
The FOMC concluded its two-day meeting Wednesday, and the results were largely as I had anticipated. The Fed took note of the recent data, downgrading the pace of activity from "solid" to "moderated." They continue to expect...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Redacted Version Of The March 2015 FOMC Statement
David Merkel, CFA - at Seeking Alpha - Thu Mar 19, 12:55AM CDT
January 2015 March 2015 Comments Information received since the Federal Open Market Committee met in December suggests that economic activity has been expanding at a solid pace. Information received since the Federal Open Market...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
U.S. Interest Rates Polarise Expectations
Markit - Seeking Alpha - Wed Mar 18, 7:24AM CDT
Doves within the FOMC, who aim to maintain stimulus for the U.S. economy with ultra-low interest rates, will have been bolstered by the recent falling inflation readings, but investors think otherwise. Inflating prices The gap between the hawks...
VTIP: 48.36 (unch), FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Yellen Patience Will Not Be Transitory
Ashraf Laidi - Seeking Alpha - Wed Mar 18, 2:49AM CDT
The Fed will likely remove "patient" from its statement, but not from its actions. Although oil prices rallied more than 20% following the January Fed decision, their swift decline to fresh six-year lows raises questions about whether the...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), UUPT: 29.72 (-0.06), INFL: 39.28 (unch), UINF: 27.79 (+0.01), UDN: 21.61 (+0.26), USDU: 28.43 (-0.39), FORX: 42.90 (-0.29), UUP: 25.82 (-0.35), UDNT: 10.33 (-0.15), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
A Surprise Uptick In U.S. Inflation
Bonner & Partners - Seeking Alpha - Tue Mar 17, 5:12AM CDT
By Chris Hunter US bondholders risk losing money too… In January, the yield on 30-year US Treasury bonds reached a record low of 2.3%. And today, the 10-year Treasury note yields just 2.1%. Folks are willing to lend their money to Uncle...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
What Is Deflation And Why Is It Considered Bad?
Epoch Times - at Seeking Alpha - Tue Mar 17, 2:31AM CDT
By Valentin Schmid Sometimes and only sometimes, economics just works like clockwork. The beginning of 2015 is one of these times: Dollar up, prices down. Over the past year, the trade-weighted U.S. dollar index rose more than 23 percent. That's...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
The End Of 'Patient' And Questions For Yellen
Tim Duy - Seeking Alpha - Mon Mar 16, 2:23AM CDT
FOMC meeting this week, with a subsequent press conference with Fed Chair Janet Yellen. Remember to clear your calendar for this Wednesday. It is widely expected that the Fed will drop the word "patient" from its statement. Too many FOMC...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
February Retail Sales: How Big Of An 'Ouch!'?
Hale Stewart - Seeking Alpha - Sun Mar 15, 5:46AM CDT
B y New Deal democrat US retail sales: a slowdown, yes, but wait for the inflation adjustment Yesterday's retail sales report looked mighty poor, down -0.8% m/m. It was the third straight decline in this metric. Three important points need...
SINF: 47.80 (unch), XLY: 76.77 (+0.59), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28), RINF: 30.61 (+0.74), FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), FINF: 42.47 (-0.64), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), INFL: 39.28 (unch), FXD: 37.73 (+0.28), UINF: 27.79 (+0.01), DEFL: 58.00 (unch)
Weekly Indicators For March 9-13: Importing Deflation Edition
Hale Stewart - at Seeking Alpha - Sun Mar 15, 5:36AM CDT
By New Deal Democrat Monthly reports for February included import prices ex-oil and producer prices both showing deflation, export prices up slightly, a big decline in nominal retail sales, a slight increase in the JOLTS survey, and a continuing...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Worst Since 2009 Or Like Last Year?
Joseph Calhoun - at Seeking Alpha - Sat Mar 14, 2:10PM CDT
By Jeffrey P. Snider It seems to me as if there is growing nervousness in the otherwise unshakable cadre of economic commentators over the fact the economy so far in 2015 is not behaving. This is undoubtedly more than just the price of oil and the...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
An Austrian Take On Inflation
Alasdair Macleod - Seeking Alpha - Fri Mar 13, 9:43AM CDT
We know that today's macroeconomists are very confused about inflation, if only because despite all experience they think they can print money and increase bank credit with a view to generating price inflation at a controlled 2% rate. Admittedly,...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), GLD: 113.57 (+1.28), PHYS: 9.80 (+0.13), INFL: 39.28 (unch), IAU: 11.44 (+0.13), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Fed In Deflation Penalty Box
Danielle Park, CFA - Seeking Alpha - Thu Mar 12, 4:14AM CDT
Price deflation is the natural outcome of mammoth excess capacity and shrinking demand from aging, indebted consumers. Lower asset values are a key part of the cure needed to fix global imbalances and restore rational investment math and consumption...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
The Fed Blew It
Charles Hugh Smith - Seeking Alpha - Wed Mar 11, 6:47AM CDT
The Fed had multiple opportunities to let the air out of unsustainable asset bubbles by notching interest rates higher and tapering its asset purchases (QE). The Federal Reserve blew it by not normalizing interest rates a long time ago. The...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), RINF: 30.61 (+0.74)
The Federal Reserve And Average Interest Rates
Pat Stout - at Seeking Alpha - Wed Mar 11, 5:59AM CDT
TBF: 23.84 (-0.13), FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), TLT: 131.51 (+0.69), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Is 2% Core Inflation The Fed's Target, Or A Ceiling?
Hale Stewart - Seeking Alpha - Thu Mar 19, 6:30PM CDT
By New Deal Democrat I really don't have much to add to what you have probably read elsewhere about the Federal Reserve's policy statement , except that it appears to me that 2% inflation isn't really being treated as a target so much as a...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), RINF: 30.61 (+0.74)
Deeds, Not Words? Or, Say Less And Mean More
David Merkel, CFA - Seeking Alpha - Thu Mar 19, 1:37PM CDT
Crawling to the first tightening move There was a lot of hoopla yesterday over the FOMC removing the word "patient" from its statement. But when you read the sentence that replaced the sentence containing the word patient, you shouldn't...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
FOMC: No Longer 'Patient', But Dovish As Ever
Pater Tenebrarum - Seeking Alpha - Thu Mar 19, 6:21AM CDT
How to Blunt the Absence of a Sentence Wall Street's Kremlinologists were not baffled for long. Shortly after the FOMC statement was released, the US dollar tanked, and everything that wasn't nailed down soared in price. Essentially, the FOMC has...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), RINF: 30.61 (+0.74)
Alice Rivlin: Financial Instability Now More A Concern Than Inflation
The Angry Bear - Seeking Alpha - Thu Mar 19, 3:47AM CDT
By Edward Lambert Alice Rivlin has a wonderful speech about Fiscal & Monetary Policy in a Post-inflation World . Her basic point among many keen insights is that financial instability should be more of a priority now than inflation. I agree...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Fed's FOMC: We'll Raise Rates Some Day. Honest.
Mises Institute - Seeking Alpha - Thu Mar 19, 2:37AM CDT
By Ryan McMaken The Fed's FOMC has affirmed that it may raise interest rates at some point in the future if conditions warrant. In other words, the Fed has said nothing at all. In its press release , the Commitee noted: To support continued...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Celebrations Over QE That Doesn't Work, So Bring More QE
Joseph Calhoun - Seeking Alpha - Thu Mar 19, 2:28AM CDT
By Jeffrey P. Snider Ever since the price of oil became a major economic theme last fall, even before the now-ubiquitous "dollar" though they are essentially one and the same function, economists and especially those at the FOMC have been...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), UUPT: 29.72 (-0.06), INFL: 39.28 (unch), UINF: 27.79 (+0.01), UDN: 21.61 (+0.26), USDU: 28.43 (-0.39), FORX: 42.90 (-0.29), UUP: 25.82 (-0.35), UDNT: 10.33 (-0.15), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Yellen Strikes A Dovish Tone
Tim Duy - at Seeking Alpha - Thu Mar 19, 12:56AM CDT
The FOMC concluded its two-day meeting Wednesday, and the results were largely as I had anticipated. The Fed took note of the recent data, downgrading the pace of activity from "solid" to "moderated." They continue to expect...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Redacted Version Of The March 2015 FOMC Statement
David Merkel, CFA - at Seeking Alpha - Thu Mar 19, 12:55AM CDT
January 2015 March 2015 Comments Information received since the Federal Open Market Committee met in December suggests that economic activity has been expanding at a solid pace. Information received since the Federal Open Market...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
U.S. Interest Rates Polarise Expectations
Markit - Seeking Alpha - Wed Mar 18, 7:24AM CDT
Doves within the FOMC, who aim to maintain stimulus for the U.S. economy with ultra-low interest rates, will have been bolstered by the recent falling inflation readings, but investors think otherwise. Inflating prices The gap between the hawks...
VTIP: 48.36 (unch), FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Yellen Patience Will Not Be Transitory
Ashraf Laidi - Seeking Alpha - Wed Mar 18, 2:49AM CDT
The Fed will likely remove "patient" from its statement, but not from its actions. Although oil prices rallied more than 20% following the January Fed decision, their swift decline to fresh six-year lows raises questions about whether the...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), UUPT: 29.72 (-0.06), INFL: 39.28 (unch), UINF: 27.79 (+0.01), UDN: 21.61 (+0.26), USDU: 28.43 (-0.39), FORX: 42.90 (-0.29), UUP: 25.82 (-0.35), UDNT: 10.33 (-0.15), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
A Surprise Uptick In U.S. Inflation
Bonner & Partners - Seeking Alpha - Tue Mar 17, 5:12AM CDT
By Chris Hunter US bondholders risk losing money too… In January, the yield on 30-year US Treasury bonds reached a record low of 2.3%. And today, the 10-year Treasury note yields just 2.1%. Folks are willing to lend their money to Uncle...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
What Is Deflation And Why Is It Considered Bad?
Epoch Times - at Seeking Alpha - Tue Mar 17, 2:31AM CDT
By Valentin Schmid Sometimes and only sometimes, economics just works like clockwork. The beginning of 2015 is one of these times: Dollar up, prices down. Over the past year, the trade-weighted U.S. dollar index rose more than 23 percent. That's...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
The End Of 'Patient' And Questions For Yellen
Tim Duy - Seeking Alpha - Mon Mar 16, 2:23AM CDT
FOMC meeting this week, with a subsequent press conference with Fed Chair Janet Yellen. Remember to clear your calendar for this Wednesday. It is widely expected that the Fed will drop the word "patient" from its statement. Too many FOMC...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
February Retail Sales: How Big Of An 'Ouch!'?
Hale Stewart - Seeking Alpha - Sun Mar 15, 5:46AM CDT
B y New Deal democrat US retail sales: a slowdown, yes, but wait for the inflation adjustment Yesterday's retail sales report looked mighty poor, down -0.8% m/m. It was the third straight decline in this metric. Three important points need...
SINF: 47.80 (unch), XLY: 76.77 (+0.59), RTH: 78.25 (+0.84), XRT: 100.96 (+0.28), RINF: 30.61 (+0.74), FDIS: 31.02 (+0.25), VCR: 124.36 (+1.22), FINF: 42.47 (-0.64), PMR: 41.52 (+0.12), RETL: 132.69 (+4.45), INFL: 39.28 (unch), FXD: 37.73 (+0.28), UINF: 27.79 (+0.01), DEFL: 58.00 (unch)
Weekly Indicators For March 9-13: Importing Deflation Edition
Hale Stewart - at Seeking Alpha - Sun Mar 15, 5:36AM CDT
By New Deal Democrat Monthly reports for February included import prices ex-oil and producer prices both showing deflation, export prices up slightly, a big decline in nominal retail sales, a slight increase in the JOLTS survey, and a continuing...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Worst Since 2009 Or Like Last Year?
Joseph Calhoun - at Seeking Alpha - Sat Mar 14, 2:10PM CDT
By Jeffrey P. Snider It seems to me as if there is growing nervousness in the otherwise unshakable cadre of economic commentators over the fact the economy so far in 2015 is not behaving. This is undoubtedly more than just the price of oil and the...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
An Austrian Take On Inflation
Alasdair Macleod - Seeking Alpha - Fri Mar 13, 9:43AM CDT
We know that today's macroeconomists are very confused about inflation, if only because despite all experience they think they can print money and increase bank credit with a view to generating price inflation at a controlled 2% rate. Admittedly,...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), GLD: 113.57 (+1.28), PHYS: 9.80 (+0.13), INFL: 39.28 (unch), IAU: 11.44 (+0.13), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
Fed In Deflation Penalty Box
Danielle Park, CFA - Seeking Alpha - Thu Mar 12, 4:14AM CDT
Price deflation is the natural outcome of mammoth excess capacity and shrinking demand from aging, indebted consumers. Lower asset values are a key part of the cure needed to fix global imbalances and restore rational investment math and consumption...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
The Fed Blew It
Charles Hugh Smith - Seeking Alpha - Wed Mar 11, 6:47AM CDT
The Fed had multiple opportunities to let the air out of unsustainable asset bubbles by notching interest rates higher and tapering its asset purchases (QE). The Federal Reserve blew it by not normalizing interest rates a long time ago. The...
FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), RINF: 30.61 (+0.74)
The Federal Reserve And Average Interest Rates
Pat Stout - at Seeking Alpha - Wed Mar 11, 5:59AM CDT
TBF: 23.84 (-0.13), FINF: 42.47 (-0.64), SINF: 47.80 (unch), INFL: 39.28 (unch), UINF: 27.79 (+0.01), TLT: 131.51 (+0.69), DEFL: 58.00 (unch), RINF: 30.61 (+0.74)
