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Fed might not cut IOR http://blogs.wsj.com/economics/2010/07/22/bernanke-lowering-interest-rate-on-excess-reserves-could-threaten-market-functioning/

Results ahead of schedule: EU banks are well capitalized I cant name my sources

http://online.wsj.com/article/SB10001424052748703467304575383131306753688.html?mod=WSJ_hpp_LEFTTopStories

I just hope people realize that if the voicemail wasnt from a pówerful rich CEO but from some random poor guy(specially if from a minority) people would be decimating this journalist

http://krugman.blogs.nytimes.com/2010/07/21/notes-on-rogoff-wonkish/#more-10782 Krugman debates rogoff article. Provides a valid criticism for the 90% debt to gdp relationship but acts as if that criticism somehow made Rogoff study useless and pilling on debt ok for growth. Its like someone...

There might be some truth to this 'Reducing the interest rate on reserves would be “more problematic than stimulative,” Joseph Abate, a money-market strategist at Barclays Capital Inc. in New York and former Fed researcher, said in a report. A reduction would lower yields as banks used...

Tilson T2 presentation for Value Investing Congress http://www.valueinvestingcongress.com/landing/n10/downloads/T2-Partners-AB-InBev-BP-Microsoft.pdf

Vince Reinhart and Alan Blinder(both ex-fomc) say that Bernanke cant do much in terms of saying the Fed will ease more because he cant speak for the committee. I believe that is true but only up to a point, back in 2008 when the rate was at 2%, Bernanke in a speech after LEH failure said...

Rogoff debunks 'rates are low lets spend' ideology http://www.ft.com/cms/s/0/6571e6c8-93f5-11df-83ad-00144feab49a.html "Indeed, it is folly to ignore the long-term risks of already record peace-time debt accumulation. Even where Greek-style debt crises are unlikely, the burden of debt will...

Sold my Dec 2010 ZQ position(now I only hold Dec 2011, its a biggish position although I didnt go all-in), the contract is only like 1-2bps from the current expiration of the front. It seems to me that the market is expecting some kind of cut in the IOR or maybe its just no hike expectations...

John Taylor would like to see "interest on reserves at 0%", backs gradual asset sales http://files.libertyfund.org/econtalk/y2010/Taylorpolicies.mp3

Bullard drops out of the discount hike camp "Prior to the Jun FOMC, 2 regional Feds wanted a rise in the discount rate. These were Dallas and Kansas City whose presidents are Fisher, Hoenig and Bullard respectively. In Apr both these districts requested such a move, as did also St Louis...

Fed bending over to the UST and shipping $15.7b back to be spent as part of TARP??? http://www.federalreserve.gov/newsevents/press/monetary/20100720a.htm

Back when the UST SFP was shutdown the EFF was avg something like 10bps(with an OIS at around 15bps). If the Fed cuts rates on reserves to zero, I would expect a similar EFF, possibly lower, providing another boost to Fed Futures and Eurodollars

Someone posted it here on the WS news forum. Its a fun read

Simmons speculation could be correct http://www.examiner.com/x-55371-Tampa-Gulf-Oil-Spill-Examiner~y2010m7d19-Florida-oil-spill-Update-Gulf-oil-spill-sea-floor-leak-now-confirmed Wikileaks founder also report to hold a ton of data from BP but are not releasing due their fundraising. I'm...

OP, they made $1b trading and you didnt like that, what on earth are you doing in a TRADING FORUM??

ECRI now at -9.8%, which historically has lead to a recession everytime. But I'm sure Barry Ritholzs or whatever his name is will continue to claim how there is no evidence of a double dip http://www.hussmanfunds.com/wmc/wmc100719.htm

I have no specific data, its just a gutfeel type thing based on news headlines(so I dont claim this is scientific) but since I'm bearish in commodities short-term I'm already supposed to be lighter on them. I just find it amazing how gold can keep going and going without the Fed or Congress...

Lower taxes(up to a point) help employment because the private sector is more effective in allocating savings into productive investments compared to the government most of the time. To argue otherwise is to stay a Soviet style country has a higher rate of output per hour(productivity) than a US...