Tao how’d Ian treat you? I was praying for you guys.


Ultra simplification of the Interest Rates scenario for the US ............
US = next Japan = 0% & below and this time given BEAR's sense of humor, RATE will go to
minus 5% = we pay Banks Interest.![]()
See, I think rates will eventually be lower (I voted lower) in a year, but I think that QE and ZIRP/NIRP are done for a long while.
Gotta listen to Lacy Hunt.
I think we are moving too fast right now to bother with FRED on interest rates and its slower frequency compared to FedWatch.
We have shifted up in expectations quite a bit from 9/12
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I am a fan of the stacked area chart they have in the historic data section too if you look at the most probable rates and turn off rates that have gone stale.
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