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If this is the end of negative NFPs(and thats far from certain), great, all the people who are discouraged and are not looking for work will come back as the media will start cheerleading the jobmarket. UR will jump on that alone(even on positive NFP prints, as opposed to the help it got as...

The movement has not been big. The Jun employment report lead to a 40bps decline in the back fed futures. Jul FF is down 5bps, that market is not even giving money away like that last time. Futhermore on the things I'm worried about being wrong employment is not one of them, according to pimco...

I'm not sure the I understand the theory that the Fed's interest on reserves can be used to prevent banks from lending out excess reserves. If the fed were to hike IoR to 1%, banks would keep cash sitting at the fed only to the extend that other market interest rates did not go up by similar...

I dont follow much the euro zone situation but I find the bank lending standards survey interesting http://www.ecb.int/stats/pdf/blssurvey_200910.pdf?88a07cf7f461281f94a3b59d06c105d5 Two things seem to stand out -Their infamous 2008 rate hike come in during a period where banks were...

There is no Fed double standard, they never claimed there was deflation(Just mentioning this word would roil the markets), IIRC all they talked about was that there were risks prices would stay below what could be considered 'price stability'

aaaarrrca sucks

US real estate could be a good investment right now, not in the buy and hold sense but in the fishing for arb opportunities sense, I just read a report where someone is saying government auctions of homes are a nice opportunitiy as they giving away houses(although I'm sure the guy is exagerating...

I fail to see where he calls for immediate rate hikes

Paulson in the book is quoted as having kind words for Alan Greenspan. I agree, Greenspan is a smart man, his book is excellent. I have listened to the audio version many times. Yes he is wrong in somethings, so what, everyone is. Yes maybe one could have made the case he could have hiked rates...

It seems that the guy is 100% hedging his USD with gold(I got that from a quote from him). That strikes me as a crazy move, even though I believe it will work and he will get MUCH richer over the coming years. Yet, it is still nuts, he is risking huge, gold could drop 20% at the blink of an eye...

What is Buffett thinking when he says the US best years are in the future?He might want to take a look at this http://www.usgovernmentspending.com/us_20th_century_chart.html Surely some government functions are necessary and important but why was it appropriate to have less than 10% of...

Finished the book The Greatest Trade Ever. Its a good book, however I'm not sure I agree that the short US dollar trade is such a nobrainer trade over the long-run For one, the current account deficit has declined materially, secondly the Fed might very well struggle during their exit so there...

The evidence is mixed, buying high dividend yield stocks tend to be beat the market. but other measures of value such as low pe, low pb tend to lag growth stocks over long-periods of time. check Pratical Speculation by Niederhoffer

In your opinion is libor currently overvalued?by how much?

According to the bloomberg site data the libor-ois didnt move much as a result of Dubai

My TWS is getting wrong closing prices for pretty much all the tickers I put on it. As a write right now it indicates ES is gapping up 11%, YM 13%, ZB 4.5% and on and on Does anyone know how to fix this?

Its amazing how it took a Supreme Court to allow WMT to exercise a basic corporate action such as closing down a store. If the store was highly profitable they would never had done that, so the workers have nothing to complain about

Thanks a ton. Looks like I will have to be very careful, I have no idea how bad things will get specially with the limited amount of TARP avaliable so I will have to watch a libor-ois stop. Will be interesting to see the libor for today

Where did you get your data?Looking at the bloomberg site it doesnt show movement at all

http://www.bloomberg.com/apps/news?pid=20601087&sid=aHY2zzjo8WdQ&pos=4