{"id":369303,"date":"2010-02-27T08:59:52","date_gmt":"2010-02-27T13:59:52","guid":{"rendered":"http:\/\/mortgagenewsclips.com\/2010\/02\/27\/economic-inflation-uk-lose-aaa-fundamentals-durable-goods-comstock-on-deflation-doomsday-cycle-ms-on-tightening\/"},"modified":"2010-02-27T08:59:52","modified_gmt":"2010-02-27T13:59:52","slug":"economic-inflation-uk-lose-aaa-fundamentals-durable-goods-comstock-on-deflation-doomsday-cycle-ms-on-tightening","status":"publish","type":"post","link":"https:\/\/mereja.media\/index\/369303","title":{"rendered":"Economic:  Inflation, UK Lose AAA?, Fundamentals, Durable Goods, Comstock on Deflation, Doomsday Cycle, MS on Tightening"},"content":{"rendered":"<p><a href=\"http:\/\/billcoppedge.com\/\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"bill-coppedge-dec09-1\" border=\"0\" alt=\"bill-coppedge-dec09-1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/billcoppedgedec09134.jpg\" width=\"82\" height=\"122\" \/><\/a> <a href=\"http:\/\/mortgagenewsclips.com\/\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"original content selection by MortgageNewsClips.com\" border=\"0\" alt=\"original content selection by MortgageNewsClips.com\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/originalcontentselectionbyMortgageNewsClips.com34.jpg\" width=\"296\" height=\"62\" \/><\/a> <\/p>\n<p>&#160;<\/p>\n<p>&#160;<a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/bottomviolation3.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"bottom-violation\" border=\"0\" alt=\"bottom-violation\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/bottomviolation_thumb3.png\" width=\"505\" height=\"67\" \/><\/a> <\/p>\n<p><strong>The International Monetary Fund Calls for Higher Inflation<\/strong> &#8211; Paco Ahlgren &#8211; When the IMF starts screaming for higher inflation, you know the movement is afoot. <strong>Don\u2019t worry IMF! Ben and Barack have committed $24 trillion to this crisis. You\u2019re going to get your inflation. Don\u2019t you worry about a thing.<\/strong> &#8211; PA &#8211; <a href=\"http:\/\/www.bottomviolation.com\/the-international-monetary-fund-calls-for-higher-inflation\/\">The Bottom Violation<\/a> <\/p>\n<p>&#8212;&#8212;&#8212;&#8212;<\/p>\n<p><a href=\"http:\/\/www.businessinsider.com\/morgan-stanley-why-inflating-our-way-out-of-debt-will-fail-miserably-2010-2\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"bi1\" border=\"0\" alt=\"bi1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/bi11.png\" width=\"305\" height=\"255\" \/><\/a> <a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/businessinsidermoneygame8.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"business-insider-money-game\" border=\"0\" alt=\"business-insider-money-game\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/businessinsidermoneygame_thumb8.png\" width=\"116\" height=\"61\" \/><\/a>&#160; <\/p>\n<p><strong>Morgan Stanley: Here&#8217;s Why Inflating Our Way Out Of Debt Will Fail Miserably <\/strong>&#8211; Vincent Fernando &#8211; Morgan Stanley thinks that it is impossible for the U.S. to successfully inflate itself out of its debt problem, even if it wants to, because three key hurdles are preventing it:    <br \/><strong>1.&#160; Even stealth inflation would push up treasury yields.     <br \/>2.&#160; Nearly half of government spending outlays are linked to inflation.      <br \/>3.&#160; The Fed is unlikely to give into this type of policy.<\/strong>     <br \/>&#8211; <a href=\"http:\/\/www.businessinsider.com\/morgan-stanley-why-inflating-our-way-out-of-debt-will-fail-miserably-2010-2\">Money Game at Business Insider<\/a> <\/p>\n<p>and<\/p>\n<p><a href=\"http:\/\/pragcap.com\/where-are-we-in-the-tightening-phase\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"ms1\" border=\"0\" alt=\"ms1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/ms1.png\" width=\"327\" height=\"252\" \/><\/a>&#160; <a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/pragmaticcapitalist3.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"pragmatic-capitalist\" border=\"0\" alt=\"pragmatic-capitalist\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/pragmaticcapitalist_thumb3.png\" width=\"147\" height=\"53\" \/><\/a><\/p>\n<p>&#160;<strong>WHERE ARE WE IN THE TIGHTENING PHASE?<\/strong> &#8211; &#8230; <strong>Morgan Stanley\u2019s equity team says this bullishness is unwarranted.&#160; They believe the global equity tightening phase has already started and the United States is simply lagging.<\/strong>&#160; As we mentioned last week, MS recommends selling rallies during the tightening phase (see the full year bearish 2010 outlook from MS here).&#160; As the global tightening phase deepens they fear a \u201cgrowth scare\u201d could develop: &#8230; &#8211; <a href=\"http:\/\/pragcap.com\/where-are-we-in-the-tightening-phase\">The Pragmatic Capitalist<\/a> <\/p>\n<p>&#8212;&#8212;&#8212;&#8212;<\/p>\n<p><a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/businessinsidermoneygame8.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"business-insider-money-game\" border=\"0\" alt=\"business-insider-money-game\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/businessinsidermoneygame_thumb8.png\" width=\"116\" height=\"61\" \/><\/a><\/p>\n<p><strong>Jim Rogers: The U.K. Will Lose Its AAA-Rating THIS YEAR For Sure<\/strong> &#8211; Vincent Fernando &#8211; <a href=\"http:\/\/www.businessinsider.com\/indias-biggest-threat-water-2010-2\">Money Game at Business Insider<\/a>     <br \/>&#8212;&#8212;&#8212;&#8212;<\/p>\n<p><a href=\"http:\/\/www.surlytrader.com\/the-fundamentals-how-bad-are-they\/\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"surly1\" border=\"0\" alt=\"surly1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/surly1.jpg\" width=\"372\" height=\"263\" \/><\/a> <a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/surlytrader2.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"surly-trader\" border=\"0\" alt=\"surly-trader\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/surlytrader_thumb2.png\" width=\"180\" height=\"48\" \/><\/a> <\/p>\n<p><strong>excellent group of charts &#8211; The Fundamentals: How bad are they?<\/strong> &#8211; On a daily basis we all get confronted with a lot of data.&#160; In that data resides many false signals and conflicting statistics.&#160; Today, I would like to take a step back and look at the housing market as it resides today.&#160; <strong>The housing market is where most of the trouble started and will most likely be a heavy burden for some time to come<\/strong>. &#8211; <a href=\"http:\/\/www.surlytrader.com\/the-fundamentals-how-bad-are-they\/\">Surly Trader Blog<\/a><\/p>\n<p>&#8212;&#8212;&#8212;&#8212;<\/p>\n<p><a href=\"http:\/\/mjperry.blogspot.com\/2010\/02\/washington-marketwatch-orders-for-u.html\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"mp1\" border=\"0\" alt=\"mp1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/mp1.jpg\" width=\"284\" height=\"212\" \/><\/a> <a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/carpediem.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"carpe-diem\" border=\"0\" alt=\"carpe-diem\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/carpediem_thumb.png\" width=\"252\" height=\"57\" \/><\/a> <\/p>\n<p><strong>Growth in Durable Goods Hits 3-Yr. High of 10.2%<\/strong> &#8211; Mark Perry &#8211; <a href=\"http:\/\/mjperry.blogspot.com\/2010\/02\/washington-marketwatch-orders-for-u.html\">Carpe Diem Blog<\/a> <\/p>\n<p>&#8212;&#8212;&#8212;&#8212;<\/p>\n<p><a href=\"http:\/\/comstockfunds.com\/screenprint.aspx?newsletterid=1512\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"comstock1\" border=\"0\" alt=\"comstock1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/comstock1.png\" width=\"306\" height=\"267\" \/><\/a> <a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/comstockspecialreport.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"comstock-special-report\" border=\"0\" alt=\"comstock-special-report\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/comstockspecialreport_thumb.png\" width=\"244\" height=\"49\" \/><\/a> <\/p>\n<p><strong>read this &#8211; great report &#8211; The Cycle of Deflation &#8211; Impediments to Debt Relief<\/strong> &#8211; <a href=\"http:\/\/comstockfunds.com\/screenprint.aspx?newsletterid=1512\">Comstock Special Reports<\/a> <\/p>\n<p>&#8212;&#8212;&#8212;&#8212;<\/p>\n<p><a href=\"http:\/\/www.voxeu.org\/index.php?q=node\/4659\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"vox1\" border=\"0\" alt=\"vox1\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/vox1.png\" width=\"337\" height=\"247\" \/><\/a> <\/p>\n<p><a href=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/vox.png\"><img loading=\"lazy\" decoding=\"async\" style=\"border-bottom: 0px; border-left: 0px; display: inline; border-top: 0px; border-right: 0px\" title=\"vox\" border=\"0\" alt=\"vox\" src=\"http:\/\/mortgagenewsclips.com\/wp-content\/uploads\/2010\/02\/vox_thumb.png\" width=\"380\" height=\"54\" \/><\/a> <\/p>\n<p><strong>The doomsday cycle<\/strong> &#8211; Peter Boone &amp; Simon Johnson &#8211; &#8230; <strong>over the last three decades, the US financial system has tripled in size, as measured by total credit relative to GDP (see Figure 1). Each time the system runs into problems, the Federal Reserve quickly lowers interest rates to revive it. These crises appear to be getting worse and worse<\/strong> \u2013 and their impact is increasingly global. Not only are interest rates near zero around the world, but many countries are on fiscal trajectories that require major changes to avoid eventual financial collapse. &#8230; <strong>more thoughts<\/strong> &#8211; <a href=\"http:\/\/www.voxeu.org\/index.php?q=node\/4659\">VOXEU.org<\/a><\/p>\n<div class=\"feedflare\">\n<a href=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?a=c92uFWDppOc:bD2F8AzyXk0:yIl2AUoC8zA\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?d=yIl2AUoC8zA\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?a=c92uFWDppOc:bD2F8AzyXk0:D7DqB2pKExk\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?i=c92uFWDppOc:bD2F8AzyXk0:D7DqB2pKExk\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?a=c92uFWDppOc:bD2F8AzyXk0:F7zBnMyn0Lo\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?i=c92uFWDppOc:bD2F8AzyXk0:F7zBnMyn0Lo\" border=\"0\"><\/img><\/a> <a href=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?a=c92uFWDppOc:bD2F8AzyXk0:V_sGLiPBpWU\"><img decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~ff\/mortgagenewsclips\/qTBe?i=c92uFWDppOc:bD2F8AzyXk0:V_sGLiPBpWU\" border=\"0\"><\/img><\/a>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"http:\/\/feeds.feedburner.com\/~r\/mortgagenewsclips\/qTBe\/~4\/c92uFWDppOc\" height=\"1\" width=\"1\"\/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#160; &#160; The International Monetary Fund Calls for Higher Inflation &#8211; Paco Ahlgren &#8211; When the IMF starts screaming for higher inflation, you know the movement is afoot. Don\u2019t worry IMF! Ben and Barack have committed $24 trillion to this crisis. You\u2019re going to get your inflation. Don\u2019t you worry about a thing. &#8211; PA [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-369303","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/369303","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/comments?post=369303"}],"version-history":[{"count":0,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/369303\/revisions"}],"wp:attachment":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/media?parent=369303"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/categories?post=369303"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/tags?post=369303"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}