The US economy is slowing. Retail sales are down. Home sales are slowing. GDP on an annualized rate is pathetic and will be lucky to get 2% this year. In 2003-04 the jobs market rebounded around 500k jobs a month. 5 years ago.. when the recession ended.. we have never been able to average more than 200k jobs per month. We are still not getting anywhere near the kind of jobs required to bring the economy back before the next recession. QE was a failure. The economy is still failing. If the fed raises rates in 2015, it will spell the doom of the economy as we know it. GDP will contract around 4-6% annually. The fed can't raise rates for a very very long time. Period. If they do.. they will have to back-peddle and lower them when they see for themselves the amount of damage it would cause. Even if they don't raise rates.. the US economy will still likely enter a recession by early 2016 if not 2015. Japan bonds are 0.50% on 10s... German bonds are 1% on 10s... US bonds.. almost the cheapest are at 2.42%!!! they will drop to 1.75% and still be cheap! So yes, I think US 10 year bonds are going down to 1.75% by end of 2014. AGNC's NAV will be around $32.
You ‘all’ do realize that this post is from HXH—‘AKA’ the flame/bozo with well over a hundred IDs created (no real life)__but this type of post would have been under his/she-he__ dr chumps ID__except that ID has for at least a yr and half now__has posted the most wrongway__idiot based analysis__only matched by dr doom and Robert Prechter.
Hey dr chumps do u want to try again__to tell us that commodity prices are accelerating__using ur Chicago land ‘Jewel’ sale price of ‘sweet corn’ ?????????. You are the premier idiot. If we took you at ur ‘posting word’ __which only a fool would believe in the first place¬¬__you have missed the basing out of P/E expansion that is typical and predictable of this phase of the business cycle.
Once again I advise you__that if you spent just 1/3 the time reading academic published material instead of internet blogs__you might actually learn how to make $$ in the mkts. The same can be said for the run to cash and back forth idiot Raybans!!
You need to frame this differently to get the liberals on this board to buy in because they will not accept the fact that their team threw the economic problem over the wall to the fed to solve when the solution required the formulation of an actionable policy which they didn't do. So what you need to do is pretend that the economy is doing great, praise Obama, and then replace your reasoning with some BS unrelated to reality because that is what they are used to. Isn't this obvious? Think of it like a religion. You can't just go up to the puppet and say god does not exist. That won't accomplish anything.
RIGHT WING TEA GAGGERZ raybans....will just lie lie lie, then make up KRAP. Bush crashed the economy, like repubes do....then they whine whine whine...Your guy doesn't REPAIR THIS COUNTRY IN A HEARTBEAT... bushes had how many years destroying it.....huh.... WHAT... YEAH RIGHT !!
Sentiment: Strong Sell