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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: John Vosilla who wrote (100791)5/27/2013 8:58:27 AM
From: THE ANT  Read Replies (2) | Respond to of 217574
 
The Fed will likely hold rates low for 20 years.Inflation can be controlled by other means such as increasing taxes.One can also let certain rates rise but not others.We could also stabilize inflation but at a higher rate.Those countries who try to hold down their currencies vs the dollar will pay a high price and soon give up the effort.Housing should do Ok but not great for at least 10 years.And behind all of the static we have great technologic progress and a gradual stabilizing of world population (I read that the world population in 2100 will be what it was in 1978).Yes we screwed up but at the right time in world history



To: John Vosilla who wrote (100791)5/27/2013 11:17:09 AM
From: bart13  Read Replies (1) | Respond to of 217574
 
The actual Federal debt service percentage against Federal income is about what it was in 2008 or 1982.

Low rates, courtesy of the magick Fed and others, out to infinity will indeed 'save' us.
It's all good. /sarc




To: John Vosilla who wrote (100791)5/30/2013 9:19:05 PM
From: elmatador  Respond to of 217574
 
If rates explode US will be fleeced by the 5 biggest holders of treasuries.



To: John Vosilla who wrote (100791)5/31/2013 9:55:28 AM
From: John Pitera3 Recommendations  Read Replies (1) | Respond to of 217574
 
Hi John, EUROZONE Interactive stress test.... the official EU rate is 12.2% and the youth unemployment rate is 25%...

Mohammed El-Erian.. pointed out yesterday on cnbc that the Eurozone economy is weak... and they have experience the longest recession since merging in 1995.



graphics.thomsonreuters.com

with the interactive chart above; one can toggle a couple of the control items and see what the Euro banks look like with different %'s of the Basel II Accord...........etc


when I was at BFL associated in 2007, we were studying the Basel II bank capitalization ratio's.... at the time the purpose was to strengthen the EU banking system..... and a report from McKinsey stated that they were aiming for a 20% rate of underlying asset capitalization..... since then it has been "dumbed down" reduced.... as a 10% rate would have Austria, Belgium,Cypress, France Germany, Greece, Holland Ireland, Italy, Portugal Slovenia, Spain, the UK and Norway.... 77 banks in total... that's if they stuck with the original 10% threshold.

from a debt to GDP perspective the PIGS including Ireland and Italy are still lapping the field and Cypress, is a serious mess....as is Greece.

John