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QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
A government faced with financing its deficits in quantities some multiple of private saving must resort to monetary schemes in order to keep its promises to spend. Monetary schemes are essentially costless ways to pay the government’s bills today while … Continue reading
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VIDEO – Texas Financial Market Roundtable 2012
The economic, financial and public policy issues associated with debt overload and bank runs is discussed by Dave Rosenberg, John Mauldin and Rich Yamarone. Professor Lew Spellman of the McCombs School of Business moderates. If you enjoy this blog, … Continue reading
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QEs, Currency Wars, the Trillion Dollar Platinum Coin and the Route to “Modern” Inflation
Tag Archives: TBF
Milton Friedman and the Monetarist Reflex: Can the Fed create inflation?
These are complicated times, especially when it comes to inflation. An excess of debt, both private and public, has retarded the spending stream, resulting in sluggish economic growth. Given the Fed’s legislated commitment to prevent financial implosion and unemployment, rounds … Continue reading
The Bond Market Rocket and Fiscal Unsustainability Are On a Collision Path
Recently, the bond market has been in rocket mode. It has achieved liftoff and slipped the surly bonds of earth. And some believe it will keep going. The price of the U.S. Treasury 10-year bond recently reached an all-time high, … Continue reading
Posted in The Spellman Report
Tagged AGG, BLV, Bond Market, Bond market valuation, Central banks and inflation, CLY, David Rosenberg, debt deflation, Fiscal and monetary policy, Fiscal sustainability, Fixed income investments, GLD, Gold, Government bond default, Helicopter money, Historic low interest rates, inflation, Inflation targeting, Milton Friedman, Monetarism, Monetary responses to fiscal policy, QE, Real return assets, TBF, The Fed, UBD, Unanticipated inflation, Velocity of money
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