Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (77197)	8/2/2011 1:12:39 PM
From: TobagoJack	Respond to of 217884

We can count on qe ad infinitum ad nauseam, for while it is too late for blogs.denverpost.com It is just starting for the rest of the cities. Besides, more 'ghost cities' are required in the 51st state china. The qe program under every guise shall eventually come to stop, n at that juncture we would be presented with zero-state monetary reset, n possible implementation of another silly monetary idea, gold standard. Let us watch n brief.

To: carranza2 who wrote (77197)	8/2/2011 2:05:18 PM
From: 2MAR$	Read Replies (2) \| Respond to of 217884

1261 just got tagged again , Prez just signed the deal ... aapl just got taken down 390.. ...they just ignored the Fitch news of no downgrade of the US ... they're too fixated on this slowdown, cutbacks & lack of spending & jobs creation now . This was all in the script mos ago now they're sending a message to DC , gold at alt 1645

To: carranza2 who wrote (77197)	8/21/2011 4:27:45 AM
From: elmatador	1 Recommendation Read Replies (1) \| Respond to of 217884

there is a growing opinion that the European Central Bank needs to flood its markets with liquidity to stabilize their bond markets, and I (the author) think the world will be waiting for news along these lines this week. posttrib.suntimes.com The market might get its heart broken, according to a handful of economist notes today. Bank of America Merrill Lynch economist Michael Hanson writes: Markets are heavily focused on the Kansas City Fed Symposium at Jackson Hole on August 26-28, expecting a big policy announcement from Fed Chairman Ben Bernanke. Bernanke is likely to review the policy options still available, but this is neither the time nor place for a significant change to the Fed’s policy stance, in our view. We thus see a high risk that Bernanke disappoints the markets and reiterates, rather than augments, the recent FOMC statement. That said, if the markets continue to tumble, Bernanke may choose to offer more explicit guidance on further Fed support, in terms of tools and conditions. Mr. Hanson thinks the market has put too much importance on last year’s Jackson Hole speech as a significant turning point for policy anyway: Bernanke’s speech at Jackson Hole in 2010 is widely seen as turning point in Fed policy, but a re-reading of the speech reveals that while he kept open the door for additional easing, he was not definitive at the time and emphasized both the costs and benefits of such action. Rather, FOMC support for more asset purchases evolved over time, with key Fed presidents throwing their support behind QE2 by early October (Charts 1 and 2). Unless growth and inflation collapse, we think there could be an even longer period of policy deliberation in 2011 than 2010 before further easing is put in place. However, just as multiple dissents were no impediment to easing back in 2008, opposition from the hawks is unlikely to prevent the Fed from providing more policy support if judged necessary. Fair enough, but the market took the mere hint of QE2 and ran with it. It’s possible that any such hint next week could cause a similar reaction. Capital Economics thinks markets could be in for a long wait for QE3: The further sharp falls in equity prices last week will have boosted hopes that in his speech at Jackson Hole (Friday) Fed Chairman Ben Bernanke will pave the way for more policy stimulus, just as he did last year. We think the markets will be disappointed. Bernanke will probably emphasise that the Fed has the tools to boost the economy if deemed appropriate. But the big difference between now and last year is the higher rate of core inflation. That means more policy stimulus will probably be a story for next year, once core inflation has fallen back, not this year. Barclays Capital rates strategists agree that inflation will probably give the Fed pause, as will the outlook for fiscal policy: Further, the uncertainty with the fiscal policy outlook (such as an extension of the payroll tax and unemployment benefits, the proposals of the Joint Committee) may also give the Fed pause. Given the steps the Fed already took at the August FOMC meeting, we believe that it will disappoint those looking for additional asset purchases or an extension of duration of the securities portfolio at the Jackson Hole conference. blogs.wsj.com