@scottlincicome Big inflation in land, commodities, etc. only exist if you pick the right staring point. @JimPethokoukis @conncarroll
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En réponse à @jneeley78
@jneeley78 of course. And it's not easy to tell what's causation and what's correlation@JimPethokoukis@conncarroll1 réponse 0 Retweet 0 j'aime -
En réponse à @scottlincicome
@scottlincicome Point is, fact milk is back to pre-recession price isn't evidence of incipient hyperinflation@JimPethokoukis@conncarroll3 réponses 1 Retweet 0 j'aime -
En réponse à @jneeley78
@jneeley78 and, again, the fact that core CPI isn't sky high isn't indicative of much.1 réponse 0 Retweet 0 j'aime -
En réponse à @scottlincicome
@scottlincicome Headline CPI isn't sky high either.2 réponses 0 Retweet 0 j'aime -
En réponse à @jneeley78
@jneeley78 and state money supply (ie the fed) is only abt 15% of M4.1 réponse 0 Retweet 0 j'aime -
En réponse à @scottlincicome
@jneeley78 the BIG question is: what's gonna happen when rates go up, and private $ supply gets off the sidelines? I have no idea. Do you?2 réponses 0 Retweet 0 j'aime -
En réponse à @scottlincicome
@scottlincicome But a premature exit is just as possible as a tardy exit. Perhaps even more likely.1 réponse 0 Retweet 0 j'aime -
En réponse à @jneeley78
@jneeley78 yeah, I tend to take the opposite view, as evidenced by the non-taper. They're too scared to let go. But we don't disagree much.3 réponses 0 Retweet 0 j'aime -
En réponse à @scottlincicome
@scottlincicome Tapering now would be premature. Fact that they were seriously talking about it is not encouraging.1 réponse 0 Retweet 0 j'aime
@jneeley78 but how do they ever exit when the data (eg mortgage rates & home sales) are totally being driven by QE policy?
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En réponse à @scottlincicome
@jneeley78 bernanke's statement admitted as much: "we didn't taper bc of the effects of the tapering announcement on housing".0 réponse 0 Retweet 0 j'aimeMerci. Twitter en tiendra compte pour améliorer votre fil. SupprimerSupprimer
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RTS. You didn't read the article, did you?