accruedint.blogspot.com - 1/10/2009
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This is Part II of a indeterminate series on the Accrued Interest 2009 Forecast . Here I'll focus on general interest rates and Treasury Bonds. The question on many lips is are Treasury bonds a bubble? I've already said that fighting deflation will be the major theme of 2009. Deflation will ...
pcasd.com - 1/12/2009
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pcasd.com —
The modern-day monetary system employed in the United
States is based on currency that can be created
at the bureaucratic touch of a button. In charge of that button is a group of people with a firmly entrenched belief that deflation is the worst of ...
(more)
The US Government Will Not Choose Deflation
krugman.blogs.nytimes.com - 1/10/2009
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krugman.blogs.nytimes.com —
Feeling a bit deflated There's been some talk
abut risks of deflation, but there's one alarming comparison
I haven't seen made. The figure above shows that the CBO is currently projecting an output shortfall from the current slump comparable to the ...
(more)
Risks of deflation (wonkish but important)
capitalspectator.com - 1/16/2009
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capitalspectator.com —
For the first time since 1955, the consumer
price index fell on a year-over-year basis. Last month's
seasonally adjusted CPI slipped 0.1% for the 12 months through December, the Labor Department reports. On a monthly basis, the decline in CPI is more ...
(more)
THE DEFLATION BATTLE RAGES ON
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Reading 01/10/09
Paul Kedrosky's Infectious Greed —
Uneven but interesting George Soros interview (MIT) Charting excesses in commercial real estate investment (CR) Roubini Interview: Dow and S&P mid-year 20% below current levels (BW) Deflation Strikes Back (Accrued Interest)
...
Links 1/10/09
naked capitalism —
... AEA (hat tip reader ndk) Federal Reserve Assets Decline Calculated Risk Banks May Take Hit on FHLB Stock Holdings Housing Wire Why Mortgage Payments Should be Lower than Rents Felix Salmon Warren On Tracking Bailout Funds: "This Isn't Rocket Science" TPM City wrong-footed by buoyant Christmas trading Telegraph. Retailers, that is. Business Week: Roubini Interview with Maria Bartiromo RGE Monitor 2009 Forecast Episode II: Deflation Strikes Back Accrued Interest Is the ...
Sunday morning links
The Mess That Greenspan Made —
... what next for mutual fund owners? - LA Times Junk bonds were trashed, U.S. bonds were treasured in '08 - LA Times Deutsche Bank’s mythology of commodities - FT Alphaville Gold rush erupts over financial crisis - Daily Telegraph Emerging markets: Stumble or fall? - Economist Ponzi meets treasuries bubble - FT Alphaville ECONOMY Sales, Consumer Prices Probably Dropped: U.S. Economy Preview - Bloomberg 2009 Forecast Episode II: Deflation Strikes Back - Accrued Interest Audacity itself as ...
Sunday links: research independence
Abnormal Returns —
... (Information Arbitrage)
The three schools of investing. (NYTimes.com)
When investments turn into trades. (MarketBeat)
The gold miner/gold bullion ratio is at or near a historic low. (World Beta)
What is a government bond investor to do? (Economist.com also Accrued Interest)
The short-sale ban was a failure. (Infectious ...
Related Content
Embrace Deflation - It's The Cure, Not The Problem
globaleconomicanalysis.blogspot.com 6/28/2009 — Concern over Japanese deflation is increasing. Please consider Japan Succumbs to Deflation as Consumer Prices Fall Record 1.1% . Japan’s consumer prices fell at a record pace in May, adding to the risk that deflation will become entrenched and hamper ...
DEFLATION ?
angrybear.blogspot.com 3/22/2009 — By Spencer, Did you know that over the last six months the compound growth of the total CPI was -5.0%. Of course that is up from January when it was - 5.8%. You have to go back to 1948 to find actual deflation like this, when it bottomed at -4.2%.. ...
deflation in china
declineandfallofwesterncivilization.blogspot.com 12/4/2008 — the call from morgan stanley . Despite still relatively high CPI and PPI inflation at the current juncture, we believe that a perfect storm for deflation is gathering strength under the surface and is expected to bring about a deflationary impulse in 1H09, which may morph into persistent ...
Deflation or disinflation?
VoxEU.org 2/11/2009 — Robert Ophèle , 11 February 2009 The recent rapid fall in inflation, amidst a financial crisis and a very sharp economic slowdown, has raised the spectre of deflation. But, this column argues, current dynamics in France and the euro area are actually ...
Deflation?
economistsview.typepad.com 4/16/2009 — With the decline in consumer prices today, people are beginning to talk about
the risk of deflation once again, though it doesn't appear there's much worry
since the decline was driven mainly by energy prices:
For the first time in over a half ...
Deflation Worries
gregmankiw.blogspot.com 11/21/2008 — From Google Trends , here is a graph of the i nternet search volume for the word "deflation." Note the sizable spike of late. Presumably, this is not because motorists are suddenly worried about their tires running out of air.
Deflation has become inevitable
londonbanker.blogspot.com 12/13/2008 — For a while now I have been on the fence on the inflation/deflation issue – whether the massive monetisation of bad debts by central banks and governments will lead to rapidly escalating inflation as currencies are debased or, alternatively, lead to ...
Deflation?
knzn.blogspot.com 11/29/2008 — The bad news is that the headaches and fatigue you’ve been experiencing aren’t just stress. According to our tests, you have a serious illness, and if it’s not treated soon, you could be dead within a year or two. The good news is that the treatment ...
Can inheritance taxes prevent deflation?
VoxEU.org 4/1/2009 — César Molinas , 1 April 2009 Deflation risks are more related to very low inter-temporal discount rates than to falling prices. This column argues that long-term pre-emptive action should be channelled through taxation rather than central banks. ...
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