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James Bullard interview on Fox BN http://www.stlouisfed.org/newsroom/multimedia/video/20100208-bullard-fox.cfm

Bullard makes some revealing comments http://blogs.wsj.com/economics/2010/02/08/feds-bullard-advocates-selling-mortgage-securities-gradually-in-2010/ -"He also said the market was putting too high the odds that the Fed’s first rate hike will come in November." -He did admit that at the...

I'm not sure one can claim the Fed purchased 80% of the deficit but pimco has a point. By overvaluing and buying out mortgage holders(like pimco) they helped the UST auctions. Its like the government comes up and starts to pump the price of SUVs(GSE MBS) to the very high levels, you use the...

When people talk about weak dollar they usually mean the fx purchasing power of the dollar, a trade weighted basket of currencies is the most fair way to measure the degree of dollar weakness as compared to hand picking currencies

Dudley in January 13 talking about 'extended' period http://www.pbs.org/nbr/info/video-share.html?s=nbre07s38b0q560 reading the headlines on how he said 'it means 6 months' and hear him actually explain his position are different things. He sounds way more dovish when he explains it, says...

The hugh hendry secret trade its probably options on the Australian central bank rates futures, which last time I tried was not avaliable through IB

http://www.bloomberg.com/apps/news?pid=20601087&sid=aVbhDaStbA1Q&pos=3

Tom Hoenig supports 0% rates http://www.pbs.org/nbr/site/research/learnmore/hoenig_jobs_rates_100205/ What I would like to know is when he believes the Fed needs to hike if his economic forecast plays out

Nice find, I appreciate it :cool:

Thats funny given that the market is still above the levels he was already short and bearish

Not to mention the higher openess in labor and trade markets

Commodities getting obliterated, I wonder where the fomc hawks will get their 'inflationary pressures' now

The revised NFP loss for Dec 2009 was -150K, had they released that back then, markets would have imploded. Expectations were for a gain of 10K. Interesting how since the market bottomed most of the massive surprises have been to the upside and the bad ones were slowly released

GS Hatzius on NFP and future fed funds rate http://www.zerohedge.com/article/goldman-keeps-its-nfpunemployment-estimates-unchanged-25000-and-101-says-u-not-v-shaped-rece

http://www.project-syndicate.org/commentary/rogoff65/English

Look at todays action, hes not that crazy :p

Next thing you know Geithner will be on yahoo boards posting on how 'GM stock is a sure triple from here'

Heres the vid where he clarifies http://www.bloomberg.com/avp/avp.htm?N=av&T=Taleb%20Says%20%60Every%20Human%27%20Should%20Short%20U.S.%20Treasuries&clipSRC=mms://media2.bloomberg.com/cache/vgzA3vdOIBm8.asf

Productivity is up because companies are firing and trying to keep the same level of output by squeezing their existing workers. Not because humans all the sudden got smarter. However, this will normalize as there is only so much you can squeeze them, they will run out of fat to burn and be...

:D http://www.bloomberg.com/apps/news?pid=20601087&sid=a3E4uC5VIFeo&pos=6