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 : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: ild who wrote (19204)9/30/2004 10:57:21 AM
From: KyrosL  Read Replies (1) | Respond to of 110194
 
Roach seems inconsistent to me. Only months ago he was arguing for an immediate hike in Fed funds by 2 points to normalize short rates. Now he is complaining that the baby quarter point increases threaten the economy.

For what it's worth I doubt that Fed funds at anything below 3% will have a substantial effect on the economy.



To: ild who wrote (19204)9/30/2004 11:44:00 AM
From: RealMuLan  Read Replies (1) | Respond to of 110194
 
Edit: I did some spreadsheet calculation using the data from the following site. From Sept. 2003 to July 2004, the net US debt China obtained is $32982 million

Message 20514332



To: ild who wrote (19204)9/30/2004 12:26:43 PM
From: Knighty Tin  Read Replies (1) | Respond to of 110194
 
Ild, IMHO, not a great exchange. Gross doesn't want to scare the crap out of his shareholders and Roach doesn't want to come off as a nutburger.