Comments on: Still growing … http://blogs.cfr.org/setser/2009/08/01/still-growing/ Thu, 14 Oct 2010 13:09:54 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Trade Show Graphics http://blogs.cfr.org/setser/2009/08/01/still-growing/#comment-135131 Trade Show Graphics Thu, 13 May 2010 08:55:48 +0000 http://blogs.cfr.org/setser/?p=6134#comment-135131 Thanks for the news update Thanks for the news update

]]> By: don http://blogs.cfr.org/setser/2009/08/01/still-growing/#comment-133951 don Mon, 03 Aug 2009 21:01:13 +0000 http://blogs.cfr.org/setser/?p=6134#comment-133951 The trade deficit is running at about the same level as the growth in foreign official holdings. This is equal to an aggregate demand de-stimulus that is bigger than the federal fiscal stimulus. Time to discourage foreign countries from this competitive devaluation strategy. The trade deficit is running at about the same level as the growth in foreign official holdings. This is equal to an aggregate demand de-stimulus that is bigger than the federal fiscal stimulus. Time to discourage foreign countries from this competitive devaluation strategy.

]]> By: Still growing … | Mortgage Loans Equity .Net - Home Mortgage, Home Loans, Home Equity & Mortgage refinancing http://blogs.cfr.org/setser/2009/08/01/still-growing/#comment-133922 Still growing … | Mortgage Loans Equity .Net - Home Mortgage, Home Loans, Home Equity & Mortgage refinancing Mon, 03 Aug 2009 13:54:25 +0000 http://blogs.cfr.org/setser/?p=6134#comment-133922 [...] Read more here - Still growing … [...] [...] Read more here – Still growing … [...]

]]> By: Cedric Regula http://blogs.cfr.org/setser/2009/08/01/still-growing/#comment-133899 Cedric Regula Sun, 02 Aug 2009 18:30:10 +0000 http://blogs.cfr.org/setser/?p=6134#comment-133899 Brad, Shouldn't we also graph total monthly treasury debt totals and add that to the graph of Fed custodial holdings. That is a moving gear and at least as important as the monthly trade deficit. The trade deficit gives China the funds to buy new issues of course, but they can do the flow in reverse, and so too can domestic buyers. But it would give us a picture of who is winning the market share battle to be the largest holders of treasuries, domestic or foreign buyers. I'll even give my vote to add that to a list of things that would qualify as Geoeconomic Risk, so you could kill two birds with one stone, and get a brownie point from your boss too! Brad,

Shouldn’t we also graph total monthly treasury debt totals and add that to the graph of Fed custodial holdings.

That is a moving gear and at least as important as the monthly trade deficit. The trade deficit gives China the funds to buy new issues of course, but they can do the flow in reverse, and so too can domestic buyers.

But it would give us a picture of who is winning the market share battle to be the largest holders of treasuries, domestic or foreign buyers.

I’ll even give my vote to add that to a list of things that would qualify as Geoeconomic Risk, so you could kill two birds with one stone, and get a brownie point from your boss too!

]]> By: yoda http://blogs.cfr.org/setser/2009/08/01/still-growing/#comment-133890 yoda Sun, 02 Aug 2009 14:29:11 +0000 http://blogs.cfr.org/setser/?p=6134#comment-133890 all those ARM Treasury holders is really gonna get seriously violated for their money in toxic ARM Treasury. China's reserve is gonna take serious hit unless they diversify off ARM Treasury and dollar. ARM Treasury and dollar NOT SAFEHAVEN AT ALL. all those ARM Treasury holders is really gonna get seriously violated for their money in toxic ARM Treasury. China’s reserve is gonna take serious hit unless they diversify off ARM Treasury and dollar. ARM Treasury and dollar NOT SAFEHAVEN AT ALL.

]]> By: yoda http://blogs.cfr.org/setser/2009/08/01/still-growing/#comment-133888 yoda Sun, 02 Aug 2009 14:22:24 +0000 http://blogs.cfr.org/setser/?p=6134#comment-133888 http://www.calculatedriskblog.com/2009/08/geithner-administration-looking-at.html the only way to keep GDP from dropping is social welfare. where they gonna raise the money for further extension of unemployment benefits? two choice, higher tax for everyone (penalize who works hard) or originating more ARM Treasury (T-Bill) which will need to be paid in higher tax or printing more dollar. http://www.calculatedriskblog.com/2009/08/geithner-administration-looking-at.html

the only way to keep GDP from dropping is social welfare. where they gonna raise the money for further extension of unemployment benefits? two choice, higher tax for everyone (penalize who works hard) or originating more ARM Treasury (T-Bill) which will need to be paid in higher tax or printing more dollar.

]]> By: yoda http://blogs.cfr.org/setser/2009/08/01/still-growing/#comment-133886 yoda Sun, 02 Aug 2009 14:11:50 +0000 http://blogs.cfr.org/setser/?p=6134#comment-133886 the next shoe to drop -> ARM Treasury (aka T-Bill). Everyone is crowd into ARM Treasury thinking it is a safehaven, while Obama+Cracy gov, FED, and Treasury is racking up debt in ARM Treasury (which they know they cant pay back). This can only mean two things, much higher tax for everyone or FED start printing dollar to pay off these ARM Treasury -> dollar devaluation. ARM Treasury is next subprime gov origination by shadow Obama gov. the next shoe to drop -> ARM Treasury (aka T-Bill). Everyone is crowd into ARM Treasury thinking it is a safehaven, while Obama+Cracy gov, FED, and Treasury is racking up debt in ARM Treasury (which they know they cant pay back). This can only mean two things, much higher tax for everyone or FED start printing dollar to pay off these ARM Treasury -> dollar devaluation. ARM Treasury is next subprime gov origination by shadow Obama gov.

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