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Do Commodities Affect Inflation? Even The Federal Reserve Seems Unsure

May 5, 2011

Real Time Economics (WSJ Blog) – Commodity Surge Need Not Boost Total Inflation, Fed Research Says Over recent months, there’s been a steady flow of research coming out the Federal Reserve’s regional branches that aims to assess the risks generated by surging food, energy and commodity prices. The latest comes from the Federal Reserve Bank… Continue reading Do Commodities Affect Inflation? Even The Federal Reserve Seems Unsure

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The EU

May 5, 2011

<Click on chart for larger image> The Wall Street Journal – Greek Debt Talks Widen Divisions in the Euro Zone Divisions in the euro zone are deepening over how to handle Greece’s suffocating debt burden, with German officials open to a voluntary restructuring of Greek bonds but a majority of euro-zone policy makers fearful of… Continue reading The EU

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More On The Federal Reserve’s Exit Strategy

May 5, 2011

Real Time Economics (WSJ Blog) – Fed Could Take Gradual Approach to Exit When the time comes for the Federal Reserve to start unwinding its easy money policies it could decide to move at a very gradual pace, Eric Rosengren, president of the Federal Reserve Bank of Boston, said in an interview with The Wall… Continue reading More On The Federal Reserve’s Exit Strategy

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High Frequency Trading

May 5, 2011

The Wall Street Journal – Traders Exit High-Speed Lane Companies that use fast-trading, computer-driven strategies, which were painted by some as culprits of the collapse, have curtailed trading. So, too, have many long-term investors, for whom the trauma of that May 6 afternoon was the final straw after a decade of stock-market turmoil. In their… Continue reading High Frequency Trading

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Cartoons

May 5, 2011

None Today

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The Federal Reserve Still Doesn’t Have A Roadmap For Its Exit Strategy!

May 4, 2011

CNBC.com – Fed Still Lacks ‘Exit Strategy,’ but Talks Are Heating Up Federal Reserve officials held intense talks about exit strategies at their last meeting, with policymakers divided over whether to sell billions of dollars of assets first or simply raise interest rates, according to people familiar with the matter. These people suggested the discussion… Continue reading The Federal Reserve Still Doesn’t Have A Roadmap For Its Exit Strategy!

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Silver Falls

May 4, 2011

<Click on chart for larger image> The Wall Street Journal – Steep Drop Tarnishes Big Bets on Silver Silver prices plunged, suffering their worst one-day drop in dollar terms in three decades, as investors fretted that rising trading costs could cripple a market exhibiting signs of froth. Silver’s fall of $3.50, or 7.6%, and a… Continue reading Silver Falls

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Muni Bond Mutual Funds

May 4, 2011

<Click on chart for larger image> Bloomberg.com – ‘Dumb Money’ Flees Muni Funds as U.S. Investors Snap Up Individual Bonds Investors have withdrawn about $47 billion from U.S. municipal-bond mutual funds since Nov. 10, pulling money for 24 weeks straight, according to Lipper US Fund Flows, a Denver- based research company. Retail investors purchased about… Continue reading Muni Bond Mutual Funds

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Bill Gross Speaks

May 4, 2011

<Click on chart for larger image> Pimco.com – The Caine Mutiny (Part 2) For now I would like to continue down the route of previous months’ Investment Outlooks and discuss the immediate threat to investment portfolios represented by low policy rates (fed funds in the U.S.) and the increasing negative real yields that they engender… Continue reading Bill Gross Speaks

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The Federal Reserve And Inflation

May 4, 2011

<Click on chart for larger image> Newsweek.com – Ben Bernanke’s Bet on Jobs and Inflation How much can the Fed reduce unemployment without stoking inflation? Federal Reserve Chairman Ben Bernanke glided smoothly through his first regular news conference the other day—an event both remarkable and unremarkable. It was remarkable for symbolizing the Fed’s ongoing transformation… Continue reading The Federal Reserve And Inflation

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Food Stamps – The Great Recession’s Soup Line

May 4, 2011

<Click on chart for larger image> Real Time Economics – About 1 in 7 in U.S. Receive Food Stamps Growth in the food stamp program appeared to reach a plateau in February — with 14.3% of the population relying on the safety net program. The number of food stamp recipients was essentially flat in February,… Continue reading Food Stamps – The Great Recession’s Soup Line

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Bin Laden’s Death Has Little Impact On The Markets

May 4, 2011

The Financial Times – Lex: Bin Laden and the markets Blink and you missed it. Sunday’s killing of Osama bin Laden moved markets for only a few hours. By Monday afternoon, the morning’s sharp price changes – oil and gold down, stocks and the dollar up – was largely reversed. True, if terrorism is actually… Continue reading Bin Laden’s Death Has Little Impact On The Markets