Comments on: Opening Thoughts October 29 2008 http://acrossthecurve.com/?p=1986 A daily bond market chronicle Wed, 08 Sep 2010 04:43:57 +0000 http://wordpress.org/?v=2.9.1 hourly 1 By: matt http://acrossthecurve.com/?p=1986&cpage=1#comment-3445 matt Wed, 29 Oct 2008 21:43:14 +0000 http://acrossthecurve.com/?p=1986#comment-3445 Mr. Jansen: Your last two paragraphs resonate with me. I wrote something very similar two weeks ago. A contracting current account deficit when the Federal budget deficit is ballooning will create a supply without commensurate demand. Combine that with the dollar's dramatic rise (mercantilistic countries don't have to recycle as many dollars to hold down their currencies) and you compound the problem. I think that the Federal Reserve is about to start quantitative easing. What do you think? Cheers, Matt Mr. Jansen:

Your last two paragraphs resonate with me. I wrote something very similar two weeks ago. A contracting current account deficit when the Federal budget deficit is ballooning will create a supply without commensurate demand. Combine that with the dollar’s dramatic rise (mercantilistic countries don’t have to recycle as many dollars to hold down their currencies) and you compound the problem.

I think that the Federal Reserve is about to start quantitative easing.

What do you think?

Cheers,
Matt

]]> By: yagij http://acrossthecurve.com/?p=1986&cpage=1#comment-3441 yagij Wed, 29 Oct 2008 18:02:52 +0000 http://acrossthecurve.com/?p=1986#comment-3441 "I also believe that they are prepared to drop rates to levels below 1 percent <strong>if the economy continues to falter</strong>." Not to give away all of your trade secrets, where exactly do you predict there will be growth and (re)development in our economy over the next 12-18 months? Granted, I'm on the bearish side of the equation, are I'm just curious. What manufacturing we have is slowing/closing down, and we are shedding service jobs left and right... “I also believe that they are prepared to drop rates to levels below 1 percent if the economy continues to falter.”

Not to give away all of your trade secrets, where exactly do you predict there will be growth and (re)development in our economy over the next 12-18 months?

Granted, I’m on the bearish side of the equation, are I’m just curious. What manufacturing we have is slowing/closing down, and we are shedding service jobs left and right…

]]> By: Bob Cratchit http://acrossthecurve.com/?p=1986&cpage=1#comment-3439 Bob Cratchit Wed, 29 Oct 2008 17:14:21 +0000 http://acrossthecurve.com/?p=1986#comment-3439 I would imagine a falling dollar and rising oil will help push back commodities back to summer highs and then, as the recession takes stronger hold, hyperinflation will be helped by another rate cut to zero. Naught! I would imagine a falling dollar and rising oil will help push back commodities back to summer highs and then, as the recession takes stronger hold, hyperinflation will be helped by another rate cut to zero. Naught!

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