SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Stock Attack II - A Complete Analysis
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Haim R. Branisteanu who wrote (42703)2/1/2003 11:58:24 AM
From: mishedlo  Read Replies (1) of 52237
 
Fourth Quarter GDP - The More You Delve, The Uglier It Gets
January 31, 2003

northerntrust.com
Interesting call for inflation or stagflation in this snip.

Lastly, the Blue Chip consensus forecast is for about 3% annualized real GDP growth in the first half of this year. So, we shouldn't be too alarmed by the weakness in this past fourth quarter's real GDP growth. Or should we? The deceleration in real M2 growth suggests that aggregate demand growth is going to be none too robust in the first half of this year, as shown in Chart 11. Perhaps nominal money supply growth, at least, will begin to perk up as the federal government's demand for credit mushrooms this year. If this increased federal government demand for credit is not fully offset by weaker state/local government and private demands for credit, then interest rates will "want" to rise. But my bet is the Fed would try to prevent this rise in interest rates in 2003 by printing more money. Another factor that could put incipient upward pressure on U.S. interest rates is a decreasing willingness by the rest of the world to advance us almost $1.5 billion a day. And to think, some analysts are worried about deflation!

M
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News