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To: Iris7
The current world wide monetary system cannot continue indefinitely.

--and in just 6 billion years the sun will explode and destroy all life on the earth.  Nothing lasts forever.

Just like usefulness of the m3.    The m3 stopped growing for a while in the '90's and inflation stayed as it was.   It soared in the late '90s and inflation stayed where it was some more.

Maybe you want your tax dollars to be spent tracking the M3 but let me keep mine for something useful, like tracking soaring private wealth.

161 posted on 07/09/2006 7:25:25 PM PDT by expat_panama
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To: expat_panama; Iris7
Maybe you want your tax dollars to be spent tracking the M3 but let me keep mine for something useful, like tracking soaring private wealth.

I've seen folks on FR regularly post the charts on M2 and M3 like in #126 as if they're supposed to be self-evident proof that the government is printing money with reckless abandon and inflation is out of control.

I've never understood this because if what I read is true, The Fed has not used money supply but rather interest rates to spearhead monetary policy for the past 20 years. The fact that M2 and M3 have increased so dramatically with modest inflation clearly shows this disconnect.

If M3 is relevant to inflation, wouldn't there be some correlation between M3 and the CPI? I've looked at the history of M's, as well as the CPI less energy, and I can't find much of a relationship between M3 and the CPI.

The annual increase in currency is often the main component of the increase in monetary measures. If this is so, where is all this currency? Isn't a great deal of it being held overseas and is not in our economy and, therefore, is not in play? The Commerce Department publishes data on the amount of US dollars circulating in foreign countries and, if I could find it, I'd bet a chart of these flows looks very much like the M2 and M3 charts in post #126.

These flows probably don't include money spent by tourists and the incredible amount of personal remittances sent overseas (think Mexico). Drug dealing also causes a great deal of our currency to flow out of the country. Why should this be counted as part of the domestic money supply?

The massive underground economies of the world operate based on US dollars. Dollars are much easier to get and store than gold so I'd also bet that the dollar is used by underground economies as a safe haven. There is a serious lack of a relationship between macroeconomic fundamentals and monetary aggregates because of the unaccounted foreign holdings of US dollars. For these reasons, I have to think the charts showing the rapid growth of M2 and M3 are pretty worthless for predicting or indicating inflation.

174 posted on 07/10/2006 9:46:28 AM PDT by Mase
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