Home » Posts tagged 'economica blog'
Tag Archives: economica blog
For Second Week In A Row, Fed Buys Treasuries (AKA, QE4!?!)
For Second Week In A Row, Fed Buys Treasuries (AKA, QE4!?!) Summary: After 250 weeks without a purchase of Treasuries (since Oct. 2014), for the second week in a row, the Federal Reserve bought Treasuries.The $14 billion in purchasing is in stark contrast to zero purchases since Quantitative Easing ended and selling during Quantitative Tightening.When […]
Slowing Growth the Problem, Asset Appreciation the Solution?
Slowing Growth the Problem, Asset Appreciation the Solution? The Problem:The Fed and major central banks believe they are fighting a deflationary spiral battling ongoing misses to their inflation targets. But in truth their misguided policies are contributing to a depopulation spiral. They are forcing low interest rates that only exacerbate overcapacity for a consumer base among whom growth is fast decelerating. The cheap money is […]
Slowing Growth the Problem, Asset Appreciation the Solution?
Slowing Growth the Problem, Asset Appreciation the Solution? The Problem:The Fed and major central banks believe they are fighting a deflationary spiral battling ongoing misses to their inflation targets. But in truth their misguided policies are contributing to a depopulation spiral. They are forcing low interest rates that only exacerbate overcapacity for a consumer base among whom growth is fast decelerating. The cheap money is […]
Most Bearish of Economic Charts Are Reason To Be Most Bullish on Financial Assets
Most Bearish of Economic Charts Are Reason To Be Most Bullish on Financial Assets In the land of the blind (economics), the one eyed man is king. So, forget everything you know (or don’t know) about economics and follow some very simple math that economists (and financiers, Fed chiefs, and administration after administration) are unwilling to […]
End of Growth Among “Haves” Dooms Growth Among “Haves” & “Have Nots” Alike
End of Growth Among “Haves” Dooms Growth Among “Haves” & “Have Nots” Alike The global economic system is premised on growth, not just any growth, but growth where it matters (economically). However, population growth (the foundation of economic growth) among the high and upper middle income nations of the world is rapidly winding down. As I have outlined […]
Trade Wars Just Beginning…The War Is a Fight Over an Indefinitely Shrinking Pie
Trade Wars Just Beginning…The War Is a Fight Over an Indefinitely Shrinking Pie From a growth perspective, it doesn’t matter if the world is 7.5 million or 7.5 billion persons…it only matters how many more there are from one year to the next. Economic growth (or the ability to consume more…not produce more) is about the […]
The Faster America “Grows”, The Faster America Goes Bust
The Faster America “Grows”, The Faster America Goes Bust As of October 1st of 2007 (the start of the 2008 Federal Government fiscal year), federal debt stood at $9 trillion and 70 billion. In the subsequent ten years and five months, the US federal debt has grown $11 trillion and 805 billion and now stands at $20 […]
QE…The Gift That Just Kept Giving…Is Now Taking
QE…The Gift That Just Kept Giving…Is Now Taking I know the Federal Reserve doesn’t effectively create money or directly monetize. I know this because then Fed chief, Ben Bernanke, told us so (HERE). But still, something has me wondering about that exchange, now almost a decade ago. The simplest of math. The plan to utilize quantitative […]
