Posts filed under “Think Tank”

Making Sense of Dissents: A History of FOMC Dissents

Category: Think Tank

The Fed and the Media

The Fed and the Media David R. Kotok September 18, 2014   We know the Fed meeting results; the coverage has been exhaustive. Note that the new “dots” analysis of the median dot now points to an expected 1.375% Fed Funds target rate by the end of 2015. (See Craig Torres’ report on the FOMC.)…Read More

Category: Federal Reserve, Financial Press, Think Tank

When and How To Exit Quantitative Easing?

Category: Federal Reserve, Think Tank

Vanguard: Has Indexing Gotten Too Big?

Category: Index/ETFs, Investing, Think Tank

Kiron Sarkar’s Weekly Report 9.13.14

At the meeting on the 17th September, the key issue will be whether the FED retains the phrase that rates will remain low “for a considerable period of time”. I believe that there is a better than 50/50 chance that the phrase will be removed either this month or (more likely) next. If that is…Read More

Category: Think Tank

Why Aren’t More Renters Becoming Homeowners?

Why Aren’t More Renters Becoming Homeowners? Andreas Fuster, Basit Zafar, and Matthew Cocci Liberty Street Economics     Recent activity in the U.S. housing market has been widely perceived as disappointing. For instance, sales of both new and existing homes were about 5 percent lower over the first half of 2014 than over the first half…Read More

Category: Real Estate, Think Tank

3 Congressmen Call for Release of Secret 9/11 Documents After Reading Them

All of the Chairs of the 9/11 Commission and the Congressional Investigation Into 9/11 Say It’s “Implausible” that the 9/11 Hijackers Acted Without Government Backing Congressman Thomas Massie read the 28 classified pages of the Joint Intelligence Committee Inquiry into 9/11 (the joint Senate and House investigation into 9/11) and immediately called for them to be released to…Read More

Category: Politics, Think Tank, War/Defense

Seeds of U.S. Inflation Are Sprouting . . .

The Seeds of U.S. Inflation Have Sprouted and Could Be in Full Flower in 2016 Paul Kasriel September 8, 2014   I subscribe to the tenet espoused by the late Professor Milton Friedman that inflation is a monetary phenomenon. When I speak of inflation, I include not only the behavior of prices of goods and…Read More

Category: Economy, Federal Reserve, Inflation, Think Tank

The scarcity value of Treasury collateral

Category: Federal Reserve, Think Tank

High Quality Liquid Assets and Munis

HQLA and Munis David Kotok September 8, 2014     High Quality Liquid Assets (HQLA) is a term that now applies to the implementation of the Liquidity Coverage Ratio (LCR) in the Basel III Rule. This highly technical mouthful of acronyms and rules specifically applies to banks, their liquidity requirements and the rules governing the…Read More

Category: Fixed Income/Interest Rates, Think Tank