Fed Officials Agree Next Rate Move Will Be Increase

[DrYB/C]

a. Fed Officials Agree Next Rate Move Will Be Increase
http://www.bloomberg.com/apps/news?p...efer=worldwide

Dollar-related jawboning, I assume.

[metalman]

Re: Fed Officials Agree Next Rate Move Will Be Increase

a. Fed Officials Agree Next Rate Move Will Be Increase
http://www.bloomberg.com/apps/news?p...efer=worldwide

Dollar-related jawboning, I assume.

gee, wonder why the dollar strengthened otherwise inexplicably? don't suppose there's a leak over at the fed, do ya?

here's a tip... the next move is a cut. so what happens when the world is expecting a hike and gets a cut?

even the bs jawboning machine at the fed is broken.

unbelievable. either that, or they are heading down the boj path from 1990... hike to save the yen, kill the economy. except the usa is a debtor.

oops!

[Jim Nickerson]

Re: Fed Officials Agree Next Rate Move Will Be Increase

gee, wonder why the dollar strengthened otherwise inexplicably? don't suppose there's a leak over at the fed, do ya?

here's a tip... the next move is a cut. so what happens when the world is expecting a hike and gets a cut?

even the bs jawboning machine at the fed is broken.

unbelievable. either that, or they are heading down the boj path from 1990... hike to save the yen, kill the economy. except the usa is a debtor.

oops!

Not uncommonly, am I not able to figure out koops namlatem may actually mean, but occasionally I gather some insight especially from those of his comments that seem to reflect his having spent a bit of time composing his seemingly usually jumbled thinking--the one above is about midway between excellent and shit.

I agree with the surmise that the next move the FOMC makes will be a further cut. That could work out to be the case if the bear market is not over, which few realists think it is yet done. Unless things in the world start moving up soon, the path all around seems downward. A worsening US market with increased fear, gloom and doom could prompt another cut.

I don't have any personal opinion why the bonar has strengthened, but note only that it has rallied and appears to be inclined to continue. It was jk who suggested that the bonar vs. other currencies is in an "ugly contest" and the bonar may appear least ugly. It certainly has been the most beaten down of all, so to see it bounce for a while is to be expected.

Remember: "if you don't read the news, you are uninformed; if you do read it, you are misinformed."

[metalman]

Re: Fed Officials Agree Next Rate Move Will Be Increase

Not uncommonly, am I not able to figure out koops namlatem may actually mean, but occasionally I gather some insight especially from those of his comments that seem to reflect his having spent a bit of time composing his seemingly usually jumbled thinking--the one above is about midway between excellent and shit.

I agree with the surmise that the next move the FOMC makes will be a further cut. That could work out to be the case if the bear market is not over, which few realists think it is yet done. Unless things in the world start moving up soon, the path all around seems downward. A worsening US market with increased fear, gloom and doom could prompt another cut.

I don't have any personal opinion why the bonar has strengthened, but note only that it has rallied and appears to be inclined to continue. It was jk who suggested that the bonar vs. other currencies is in an "ugly contest" and the bonar may appear least ugly. It certainly has been the most beaten down of all, so to see it bounce for a while is to be expected.

Remember: "if you don't read the news, you are uninformed; if you do read it, you are misinformed."

ugly contest. brilliant insight, that. and original, too.

[Guest]

Re: Fed Officials Agree Next Rate Move Will Be Increase

USD will soar - like a mangy eaglet with clipped wings, but still fly after a near term severely overbought correction. DOW, SPX and Transports can just as easily rise, rather than fall catastrophically from here, along with a rising USD, as a six to ten month sag in the oil price leaves large corporations pricing power intact, but their production costs drop sharply with the falling oil price - so their profitability undergoes a windfall dividend. Or in a more compromised case, USD and markets just begin to "look quite strong" compared to all the emerging market bourses. All the emerging market investment darlings of last year and the year before in this scenario crumble relative to the US stock market which will in retrospect have emerged a year from now as the comparatively safest equities rodeo show on the planet?

That's what I've been told by a guy that tells me I've got to pay him (a lot) for his wisdom. So I timidly pay just to find out if it gets even weirder, and then stupidly bleat out generalized approximations of what I am told here, for iTulip's more skeptical and intelligent observers to smile and be amused about.

For a forecast, you have to admit that relative to the fundamentals this is about as quirky as they come, yet there it is. John Williams and iTulip prognoses for our USD centric, inflationary eye of the storm are remanded a year or two further down the road. Everybody has some type of food that disagrees with them and causes bad dreams, right? I've got teflon guts to eating practically anything, but my subconscious freaks out when I eat pan fried bell peppers. I really like them (Italian classic side dish called "peperoncini all'aglio ed olio") but they give me weird, hauntingly paradoxical Alice in Wonderland dreams - every damn time. The above scenario for a "soaring US dollar in 2009, would rank right up there with the weirdest dreams of all. One of those dreams when you wake up, upside down on the bed, sheets and blankets wrapped around your head like a giant turban, and staring glassily up at the ceiling as though it were the approaching flank of the Titanic.

[metalman]

Re: Fed Officials Agree Next Rate Move Will Be Increase

USD will soar - like a mangy eaglet with clipped wings, but still fly after a near term severely overbought correction. DOW, SPX and Transports can just as easily rise, rather than fall catastrophically from here, along with a rising USD, as a six to ten month sag in the oil price leaves large corporations pricing power intact, but their production costs drop sharply with the falling oil price - so their profitability undergoes a windfall dividend. Or in a more compromised case, USD and markets just begin to "look quite strong" compared to all the emerging market bourses. All the emerging market investment darlings of last year and the year before in this scenario crumble relative to the US stock market which will in retrospect have emerged a year from now as the comparatively safest equities rodeo show on the planet?

That's what I've been told by a guy that tells me I've got to pay him (a lot) for his wisdom. So I timidly pay just to find out if it gets even weirder, and then stupidly bleat out generalized approximations of what I am told here, for iTulip's more skeptical and intelligent observers to smile and be amused about.

For a forecast, you have to admit that relative to the fundamentals this is about as quirky as they come, yet there it is. John Williams and iTulip prognoses for our USD centric, inflationary eye of the storm are remanded a year or two further down the road. Everybody has some type of food that disagrees with them and causes bad dreams, right? I've got teflon guts to eating practically anything, but my subconscious freaks out when I eat pan fried bell peppers. I really like them (Italian classic side dish called "peperoncini all'aglio ed olio") but they give me weird, hauntingly paradoxical Alice in Wonderland dreams - every damn time. The above scenario for a "soaring US dollar in 2009, would rank right up there with the weirdest dreams of all. One of those dreams when you wake up, upside down on the bed, sheets and blankets wrapped around your head like a giant turban, and staring glassily up at the ceiling as though it were the approaching flank of the Titanic.

when he's wrong, shortly, will you stop paying him or is there some other reason you like his stuff? seriously, people seem to pay to read folks they like, right or wrong. right is a bonus but not a requirement.

[Guest]

Re: Fed Officials Agree Next Rate Move Will Be Increase

when he's wrong, shortly, will you stop paying him or is there some other reason you like his stuff? seriously, people seem to pay to read folks they like, right or wrong. right is a bonus but not a requirement.

Yeah, I'm hoping he's gonna hurry up and get wrong soon, so I can stop paying him! Seriously, I am so ready for him to get wrong SOON ...

[Jim Nickerson]

Re: Fed Officials Agree Next Rate Move Will Be Increase

when he's wrong, shortly, will you stop paying him or is there some other reason you like his stuff? seriously, people seem to pay to read folks they like, right or wrong. right is a bonus but not a requirement.

Let's get more serious here guys.

What do YOU think based on your and your advisors' assessments that the dollar will do over the next six months?

The US Equity markets over the next six months?

Precious metals over the next six months?

Commodities over the next six months?

10-year note over next six months?

My guess:

USD: higher in six months than it is today.

Equities: new lows then equities will start up, will be higher in six months than now.

PM's: lower yet, and not back to current levels in six months.

Commodities: lower yet, and not back to current levels in six months.

10-year notes: a bit higher in the next two months and then lower than they are now in six months. 106 14/32 now.

[metalman]

Re: Fed Officials Agree Next Rate Move Will Be Increase

Let's get more serious here guys.

What do YOU think based on your and your advisors' assessments that the dollar will do over the next six months?

The US Equity markets over the next six months?

Precious metals over the next six months?

Commodities over the next six months?

10-year note over next six months?

My guess:

USD: higher in six months than it is today.

Equities: new lows then equities will start up, will be higher in six months than now.

PM's: lower yet, and not back to current levels in six months.

Commodities: lower yet, and not back to current levels in six months.

10-year notes: a bit higher in the next two months and then lower than they are now in six months. 106 14/32 now.

dollar ratchet makes sense to me... dollar sideways until after the elections.

that means metals sideways, too.

equities down ala debt deflation bear.

10 yr depends on the elections, too. and progress of the oil wars. looks like we're winding down iraq to make room for the next one.

[Guest]

Re: Fed Officials Agree Next Rate Move Will Be Increase

Yeah well, I didn't get any offer to cut that deck of cards you're dealing, before you dealt out the hand. :cool: :cool: :cool:

In general, I'm saying "CHECK" to all of your calls. I only suggest the PM's will be "moderately higher". But they may well be dead money for the next 18 months! US markets and USD higher, rather than lower in six months? CHECK!! And potentially by a good span!!

[Jim Nickerson]

Re: Fed Officials Agree Next Rate Move Will Be Increase

Yeah well, I didn't get any offer to cut that deck of cards you're dealing, before you dealt out the hand. :cool: :cool: :cool:

In general, I'm saying "CHECK" to all of your calls. I only suggest the PM's will be "moderately higher". But they may well be dead money for the next 18 months! US markets and USD higher, rather than lower in six months? CHECK!! And potentially by a good span!!

I see you still have not joined the "club," Luke. Do you need a loan?

[Guest]

Re: Fed Officials Agree Next Rate Move Will Be Increase

I see you still have not joined the "club," Luke. Do you need a loan?

I always am in need of a loan. How much you got to spare? Remember, to give its it's own reward. :rolleyes:

[Jim Nickerson]

Re: Fed Officials Agree Next Rate Move Will Be Increase

I always am in need of a loan. How much you got to spare? Remember, to give its it's own reward. :rolleyes:

You send me some of your bullion as collateral, suggest an interest rate and period, and I probably could loan you enough to join iTulip Select as you have written on these very pages that you were going to do soon, or do I misrecollect that small bit from all you have contributed?

It is getting a bit worn out in the Select section, wouldn't hurt to have some new pizazz in perspective in there.

[Guest]

Re: Fed Officials Agree Next Rate Move Will Be Increase

OK I'm all paid up now. My mommy lent me the money. :rolleyes: Hmm.. Very interesting. ( snoop snoop ... rummage ... paws around ).

You send me some of your bullion as collateral, suggest an interest rate and period, and I probably could loan you enough to join iTulip Select as you have written on these very pages that you were going to do soon, or do I misrecollect that small bit from all you have contributed? It is getting a bit worn out in the Select section, wouldn't hurt to have some new pizazz in perspective in there.

[Jim Nickerson]

Re: Fed Officials Agree Next Rate Move Will Be Increase

OK I'm all paid up now. My mommy lent me the money. :rolleyes: Hmm.. Very interesting. ( snoop snoop ... rummage ... paws around ).

Great, so now perhaps FRED will let you choose your own sobriquet. Just remember, Luke, it must be shorter than 10,000 words, contain no metaphors, and fit on the same line as "Lukester." I look forward to it.