LOL......any chance you could be more vague Evans?.....may as well shut up....in fact....that's probably a good a idea!!
"We are not going to taper at all."Ignored
DislikedTaper will be confirmed, EU can't stay at 1.35xx for long, need to return back to 1.27xx /1.30xx , Merkel already won and the focus will back on EU zone , I'm expecting EU to hit south by mondayIgnored
Dislikedit is clear that this will never happen. What are they are going to do. Increase money supply for ever???? They will taper at the end. Unfortunatelly at that point people will loose money big since markets will colapse and bond prices also, as a result Pension funds, private investors will loose money big timeIgnored
DislikedLOL......any chance you could be more vague Evans?.....may as well shut up....in fact....that's probably a good a idea!!Ignored
you are right , the US has taken a recent leaf out of Abe's book - they are just copy cats, no original thought there!
I'll bet you 9:1 they don't taper at all !
they can't afford to , Bernanke will continue to devalue the real asset base , and inflate the share market until it crashes, and then, only then will they stop, when interest rates take off and the IRS can't collect enough taxes to pay the interest and trade balance can't meet foreign debt obligations.
And (before) then SpaceDuck you want to have deep short on...Ignored
DislikedYour idea about DJ/S&P is cool of course, but hey be very careful picking that tops is soo dangerous, there are people out there trying to pick such tops from years, and most of them did get broke in the process. Personally i will wait that the real shit will hit the fan, and only then join the party.
DislikedOne must ignore these Fed members comments outside of a board policy decision if one wants to have a clear view of what is to happen.
Bernanke made it abundantly clear that the Fed will act according to the data.
So, if you want to know whether or not tapering will start in October, watch the employment/unemployment and cpi data between 18 September and 29th October. If it looks better than it did before 18th September, then the chances of taper increase. If they look worse, forget about it.Ignored
DislikedIm agree with u..... But dont forget housing data and consumer confident..since housing improvement one of the fed concern ++ consumer confident is to measure inflation expectationIgnored
DislikedThe two big elephants in the room won't allow any tapering soon. Elephant #1 is the Affordable Care Act and Elephant #2 is the overleveraged Banks that hold over $200 trillion dollars in derivatives (notional value). Four banks account for 93% of the derivatives market. Goldman Sachs, Bank of America, Citi and JP Morgan are all quite overleveraged and have been since the last financial crisis. No, no, no to tapering since it will cause an implode of the markets. One good interest rate spike and we're toast.Ignored
DislikedThe taper will not be widely announced but done very gradually without huge announcements until banks are allowed to slowly unwind positions to soften their landing. Then the announcement arrives with it baked into the market prices. Just a guess of course.Ignored