Inflation versus deflation debate for Red Pill consumers

[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

Stop-out/FF Target


12/10 4.27
12/07 4.37 4.41
12/06 3.90 4.49
12/05 4.32 4.31
12/04 4.55 4.50
12/03 4.25 4.52
11/30 3.30 4.66
11/29 3.15 4.55
11/28 3.70 4.53
11/27 4.09 4.39
11/26 4.20 4.62
11/23 4.20 4.56
11/21 4.13 4.50
11/20 4.20 4.51
11/19 4.30 4.51
11/16 4.27 4.51
11/15 3.90 4.54
11/14 4.60
11/13 4.61
11/09 4.49
11/08 4.30 4.58
11/07 4.26 4.39
11/06 4.40 4.22
11/05 4.50 4.29
11/02 4.50 4.28
11/01 4.41 4.59
10/31 4.55 4.60
10/30 4.70 4.78
10/29 4.75 4.84
10/26 4.71 4.80
10/25 4.40 4.86
10/24 4.57 4.74
10/23 4.66 4.67
10/22 4.67 4.71
10/19 4.65 4.77
10/18 4.69 4.69
10/17 4.78 4.70
10/16 4.68 4.68
10/15 4.81 4.83
10/12 4.75 4.77
10/11 4.75 4.69
10/10 4.52 4.75

The FF rate is only symbolic. The repo rate is the actual money market rate. Since 11/20 there seems to already be enough of a spread to cut by .25%

[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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[bart]

Re: Inflation versus deflation debate for Red Pill consumers

Statement Regarding System Open Market Account Activity

...

(as of last Friday)

[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

-----------------------------------------------------------------------------------------------------------------------------------------------------
Percent change at seasonally adjusted annual rates M1 M2
------------------------------------------------------------------------------------------------------------------------------------------------------
Thirteen weeks ending November 26, 2007
from thirteen weeks ending:
Aug. 27, 2007 (13 weeks previous) 0.5 6.1
May 28, 2007 (26 weeks previous) -0.6 5.3
Nov. 27, 2006 (52 weeks previous) 0.2 6.4
--------------------------------------------------------------------------------------------------------------------------------------------------------

Bart: These numbers confirm the SOMA data that your graph reflects.

[c1ue]

Re: Inflation versus deflation debate for Red Pill consumers

Flow5,

I am confused by your data concerning real GDP/inflation.

It appears to indicate that almost all of 2006 was a recession with deflation.

If this understanding of said data is correct, I also cannot understand how GDP can change so suddenly between months; if construction due to real estate speculation was significantly boosted by the housing bubble and similarly construction was going full speed in 2006, how then was real GDP so negative? And how can construction activity shift so swiftly month to month? If not, then what is the activity counterbalancing the construction contribution thus causing the volatility?

If, on the other hand, your data is money or money supply related, that is more understandable but still does not resolve the conundrum of why 2006 data (pre credit crunch) is so negative. And why, if 2006 was so bad, was the Fed not cutting rates?

[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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Re: Inflation versus deflation debate for Red Pill consumers

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Re: Inflation versus deflation debate for Red Pill consumers

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[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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[flow5]

Re: Inflation versus deflation debate for Red Pill consumers

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