unlui
Cymbius !
notte caroe sti cazzi...da chi sei andato ? dal dentista di zio Silvio?...non e' che c'era compresa una D'addario?
...'notte Bru
Cominciamo da qui
- Creatore Discussione equilibrio
- Data di Inizio
DRIVE
Massaio di Voghera
ed eccolo..altro che 50 punti..
l'Australia ha alzato i tassi ed e' la 3° volta
molto intelligenti..loro l'inflazione o la bolla la stoppano sul nascere..
Bernake , sulle materie prime sta facendo nascere un pallone aereostatico..a 300 metri di altezza..se esplode so azzi amarissimi
‘Too High’
Stevens said last week that Australian house prices are “getting too high,” signaling he wants to minimize the danger of a housing boom and bust in the aftermath of the U.S. example.
“Interest rates to most borrowers nonetheless have been somewhat lower than average,” the governor said in today’s statement. “With growth likely to be around trend and inflation close to target over the coming year, it is appropriate for interest rates to be closer to average.”
DRIVE
Massaio di Voghera
And here's next week's Treasury auction schedule:
Monday: $28 billion in three-month bills and $29 billion in six month bills, $8 billion in 10-year TIPS.
Tuesday: $26 billion in one-year bills, $40 billion in three year notes.
Wednesday: $21 billion in 10-year notes.
Thursday: $13 billion in 30-year bonds.
As you can see, the US is dumping what used to be a year's worth of debt onto the market in four days. And because so much existing debt has to be rolled over continuously, we'll do the same every week for, apparently, the rest of our lives. I'll go out on a limb and give Round Two to the bond market.
Since variable rate paper ranging from Prime+ loans to option ARMs are linked to Treasury yields, a spike in interest rates would choke off the bubble and send us back to 2008. And since the US, always one to choose the dumbest, riskiest alternative, has financed itself primarily with short-term paper, every Treasury auction from here on out is a potential black swan. ( cigno nero)
The table below is from an October New York Times article. It's a safe bet that the numbers have gotten even bigger in the ensuing six months:
Monday: $28 billion in three-month bills and $29 billion in six month bills, $8 billion in 10-year TIPS.
Tuesday: $26 billion in one-year bills, $40 billion in three year notes.
Wednesday: $21 billion in 10-year notes.
Thursday: $13 billion in 30-year bonds.
As you can see, the US is dumping what used to be a year's worth of debt onto the market in four days. And because so much existing debt has to be rolled over continuously, we'll do the same every week for, apparently, the rest of our lives. I'll go out on a limb and give Round Two to the bond market.
Since variable rate paper ranging from Prime+ loans to option ARMs are linked to Treasury yields, a spike in interest rates would choke off the bubble and send us back to 2008. And since the US, always one to choose the dumbest, riskiest alternative, has financed itself primarily with short-term paper, every Treasury auction from here on out is a potential black swan. ( cigno nero)
The table below is from an October New York Times article. It's a safe bet that the numbers have gotten even bigger in the ensuing six months:
Allegati
DRIVE
Massaio di Voghera
se il Pil e' fomato da : investimenti e consumi+spese dello Stato+export..avendo quasi 2000 miliardi da rifinanziare entro l'anno..e la tua voce nel Pil e' stata oltre il 2%..i casi sono tre :
non spendi piu',tagli..perche' hai bisogno di finanziare il debito corrente
oppure vai avanti imperterrito..ed il mercato portera' le aste a cifre astronomiche, perche' non si fida piu' della tua solvibilita'.
alzi le tasse per trovare risorse
in tutti e tre i casi..sei semplicemente nella cacca..
non spendi piu',tagli..perche' hai bisogno di finanziare il debito corrente
oppure vai avanti imperterrito..ed il mercato portera' le aste a cifre astronomiche, perche' non si fida piu' della tua solvibilita'.
alzi le tasse per trovare risorse
in tutti e tre i casi..sei semplicemente nella cacca..
PILU
STATE SERENI
hai dimenticato i debiti dei singoli stati vedi california nevada florida etc etc .. qui hanno iniziato a tagliare sui giorni di scuola in qualche stato .. forse illinois ...
fatti/fatevi 4 risate ..
CNBC'S Olick: Foreclosure Wave about to hit with "Thunderous roar
DRIVE
Massaio di Voghera
continuando con l'allegria sui listini, provochera' che le aste scritte sopra saranno per forza al top..perche' una banca dovrebbe mettere soldi in obbligazioni di Stato al 4% quando ha in mano dei listini che gli rendono da mese e mesi , molto di piu'?
oggi stanno appunto cercando di sostenere il decennale..vediamo se ci riescono
marco_1962
Forumer storico
PILU
STATE SERENI
l'ho preso dall'altra sezione .. Let's say the Fed "printed" $10 trillion and threw it into the economy. That doesn't quite replace the $11T in wealth which was destroyed in the "global financial crisis"/credit-housing bust of 2008. It is less than half the increase in net worth households experienced from 2002-2007, and it is less than half the expansion of debt in the entire U.S. economy, which doubled from $25T in 2000 to $52T in 2008.
.....
If debt hadn't doubled since 2002, then that slide back down might not be so painful. But all that "free money" was leveraged into more debt.
So even if the Fed "prints" another $2 trillion, or $4 trillion or $6 trillion, that number is overwhelmed by the credit/debt/wealth that is being destroyed by deleveraging.
You want to create inflation? Then print $10 trillion and distribute it to the bottom 90% of U.S. households who collectively own a mere 7% of the nation's financial wealth. That might do it, but I'm not so sure even that would do much.
ma intanto i mkt fanno orecchie da mercanti ... alla fine i giochi finiscono e le carte si devono scoprire...
.....
If debt hadn't doubled since 2002, then that slide back down might not be so painful. But all that "free money" was leveraged into more debt.
So even if the Fed "prints" another $2 trillion, or $4 trillion or $6 trillion, that number is overwhelmed by the credit/debt/wealth that is being destroyed by deleveraging.
You want to create inflation? Then print $10 trillion and distribute it to the bottom 90% of U.S. households who collectively own a mere 7% of the nation's financial wealth. That might do it, but I'm not so sure even that would do much.
ma intanto i mkt fanno orecchie da mercanti ... alla fine i giochi finiscono e le carte si devono scoprire...
