paterson-financial-services.blogspot.com
Paterson Financial Services: Reform in Congress Lacking Cash Clause to Stop Lehman-Like Runs - Bloomberg.com
http://paterson-financial-services.blogspot.com/2010/03/reform-in-congress-lacking-cash-clause.html
Monday, March 29, 2010. Reform in Congress Lacking Cash Clause to Stop Lehman-Like Runs - Bloomberg.com. The problem is not liquidity, but rather government incompetence and corruption. These problems would not exist if the Congress had not lowered Fannie and Freddies standards. Theres where the reform must begin. Http:/ www.bloomberg.com/apps/news? San Francisco Examiner Articles. Monetary Aggregates FRB St. Louis. Interest Rates FRB St. Louis. Cyclical Indicators - Conference Board.
paterson-financial-services.blogspot.com
Paterson Financial Services: Economy at crucial juncture
http://paterson-financial-services.blogspot.com/2010/04/economy-at-crucial-juncture.html
Friday, April 30, 2010. Economy at crucial juncture. The evidence is mounting that the economy is at a turning point. First and most important, the Fed is about to start selling securities to reduce the monetary base. Second, interest rates cannot go any lower. Third, inflation is starting to grow. Fourth, the US Treasury has a lot of borrowing to do. All this means that bond prices are poised to fall, and long-rates rise a percent or so - to start with. James B. Klein. San Francisco Examiner Articles.
paterson-financial-services.blogspot.com
Paterson Financial Services: April 11, 2010
http://paterson-financial-services.blogspot.com/2010_04_11_archive.html
Sunday, April 11, 2010. On Wednesday and Thursday of last week the Treasury successfully auctioned 10 year and 30 year securities. Following a sharp sell off several weeks ago, the 10 year notes rallied after their auction and the 30 year bonds held steady. For now, supply is not a problem. Major breaks in bond prices are related to economic growth. Links to this post. The latest money numbers continue to show a massive increase in the monetary base. In percentage terms, only M1 is growing.
paterson-financial-services.blogspot.com
Paterson Financial Services: March 28, 2010
http://paterson-financial-services.blogspot.com/2010_03_28_archive.html
Friday, April 02, 2010. Construction Spending in the U.S. Decreases to Seven-Year Low - Bloomberg.com. It will be a long time before commercial real estate recovers. The world has changed, and the use of commercial space is changing. Residential will do just fine. Everybody needs a home, whether they rent or buy. Maybe its time to buy an S&L - again. Http:/ www.bloomberg.com/apps/news? Links to this post. Payrolls in U.S. Rose 162,000 in March; Unemployment at 9.7% - Bloomberg.com. April 2 (Bloomberg) - ...
paterson-financial-services.blogspot.com
Paterson Financial Services: Construction Spending in the U.S. Decreases to Seven-Year Low - Bloomberg.com
http://paterson-financial-services.blogspot.com/2010/04/construction-spending-in-us-decreases.html
Friday, April 02, 2010. Construction Spending in the U.S. Decreases to Seven-Year Low - Bloomberg.com. It will be a long time before commercial real estate recovers. The world has changed, and the use of commercial space is changing. Residential will do just fine. Everybody needs a home, whether they rent or buy. Maybe its time to buy an S&L - again. Http:/ www.bloomberg.com/apps/news? San Francisco Examiner Articles. Monetary Aggregates FRB St. Louis. Interest Rates FRB St. Louis.
paterson-financial-services.blogspot.com
Paterson Financial Services: Fed says extended period may last a long time | Reuters
http://paterson-financial-services.blogspot.com/2010/04/fed-says-extended-period-may-last-long.html
Wednesday, April 07, 2010. Fed says extended period may last a long time Reuters. Bank lending is too weak to allow the Fed to push up the funds rate. Until bank lending increases, the Fed seems happy to leave things as they are, and to focus on the long end of the curve. Instead of bank lending, we see banks securitizing their loans and keeping their balance sheets flush with cash. Such forward guidance would not limit the committees ability to commence monetary policy tightening promptly, they said.
paterson-financial-services.blogspot.com
Paterson Financial Services: Money Numbers Examined
http://paterson-financial-services.blogspot.com/2010/04/money-numbers-examined.html
Sunday, April 11, 2010. The latest money numbers continue to show a massive increase in the monetary base. In percentage terms, only M1 is growing. M2 and MZM show little or no growth in the past year. Until banks start making loans, the Federal Reserve will have little incentive to raise short-term interest rates. San Francisco Examiner Articles. Monetary Aggregates FRB St. Louis. Interest Rates FRB St. Louis. Cyclical Indicators - Conference Board. Economic Data FRB St. Louis.
paterson-financial-services.blogspot.com
Paterson Financial Services: March 21, 2010
http://paterson-financial-services.blogspot.com/2010_03_21_archive.html
Saturday, March 27, 2010. Supply fears start to hit Treasuries. I have two problems with this scenario. 1 When everybody knows about a problem, it doesnt happen. 2 When everybody understands a problem, it gets solved fast. Im betting on 2. The bond vigilantes are finally flexing their muscles. A long period of stability for the US government bond market showed signs of cracking this week as a lack of investor appetite for new debt sent the benchmark 10-year yield to its highest level since last June.
paterson-financial-services.blogspot.com
Paterson Financial Services: Treasury Auction Examined
http://paterson-financial-services.blogspot.com/2010/04/treasury-auction-examined.html
Sunday, April 11, 2010. On Wednesday and Thursday of last week the Treasury successfully auctioned 10 year and 30 year securities. Following a sharp sell off several weeks ago, the 10 year notes rallied after their auction and the 30 year bonds held steady. For now, supply is not a problem. Major breaks in bond prices are related to economic growth. San Francisco Examiner Articles. Monetary Aggregates FRB St. Louis. Interest Rates FRB St. Louis. Cyclical Indicators - Conference Board.
