Free Republic
Browse · Search
News/Activism
Topics · Post Article

Skip to comments.

Fed unleashes greatest bubble of all: John Kemp (Age of Zero)
Reuters ^ | 12/17/08 | John Kemp

Posted on 12/18/2008 2:52:41 AM PST by TigerLikesRooster

Fed unleashes greatest bubble of all: John Kemp

Wed Dec 17, 2008 7:08am EST

-- John Kemp is a Reuters columnist. The views expressed are his own --

By John Kemp

Like the sorcerer's apprentice, Federal Reserve Chairman Ben Bernanke and his predecessor Alan Greenspan have unleashed a series of ever-larger asset bubbles they cannot control.

Now the Fed's decision to cut interest rates to between zero and 0.25 percent, coupled with a promise to keep them there for an extended period, and the threat to conduct even more unconventional operations in the longer-dated Treasury market risks the biggest bubble of all, this time in the U.S. government debt.

THE ASYMMETRIC EXPERIMENT

Bubble mania is no accident. It is the direct consequence of the Fed's asymmetric response to shifts in asset prices. Pressed to "lean against the wind" and adopt counter-cyclical interest rate and credit policies in the asset market, senior Fed policymakers have repeatedly demurred.

Led by Bernanke and Greenspan, officials have argued it is too hard and subjective to identify bubbles until afterwards, and not the Fed's job to second-guess asset allocation decisions of professional investors.

Even if bubbles could be identified, they argue, pricking them would require swinging rate rises that would inflict widespread damage on the rest of the economy.

Far less damaging to allow asset markets to follow their natural cycle and stand by to cut interest rates sharply, supply liquidity and contain the fallout when the bubble bursts.

But the Fed's asymmetric policy response to rising and falling asset prices (colloquially known as the "Greenspan/Bernanke put") directly led to much of the excessive risk-taking which has humbled the financial system over the last eighteen months.

(Excerpt) Read more at reuters.com ...


TOPICS: Business/Economy; News/Current Events
KEYWORDS: bubble; fed; johnkemp; opec; saudiarabia; vladtheimploder; zerorate
Navigation: use the links below to view more comments.
first 1-2021-24 next last
Age of Zero: Zero rate, Zero jobs, Zero president
1 posted on 12/18/2008 2:52:42 AM PST by TigerLikesRooster
[ Post Reply | Private Reply | View Replies]

To: TigerLikesRooster; PAR35; bamahead; AndyJackson; Thane_Banquo; nicksaunt; MadLibDisease; ...

Ping!


2 posted on 12/18/2008 2:53:06 AM PST by TigerLikesRooster (kim jong-il, chia head, ppogri, In Grim Reaper we trust)
[ Post Reply | Private Reply | To 1 | View Replies]

To: TigerLikesRooster

Zero wealth.


3 posted on 12/18/2008 3:02:00 AM PST by DB
[ Post Reply | Private Reply | To 1 | View Replies]

To: TigerLikesRooster
Age of Zero: Zero rate, Zero jobs, Zero president

Zero chances we'll get out of this mess in the coming four years of the zero messiah...

4 posted on 12/18/2008 3:04:13 AM PST by JDoutrider (Heading to Galt's Gulch... It is time.)
[ Post Reply | Private Reply | To 2 | View Replies]

To: TigerLikesRooster

Why don’t these guys ever complain when the yield curve is inverted?


5 posted on 12/18/2008 3:09:47 AM PST by Moonman62 (The issue of whether cheap labor makes America great should have been settled by the Civil War.)
[ Post Reply | Private Reply | To 1 | View Replies]

To: TigerLikesRooster
"The problem is that if the unconventional monetary policy works, and the economy picks up, the Fed will come under pressure to "normalize" rates and reduce excess liquidity to prevent a rise in inflation."

But now there will be a tax raising Democratic President and Congress. Might they simply dry up excess liquidity by raising taxes? Economics oriented Freepers, please comment.

6 posted on 12/18/2008 3:14:12 AM PST by LZ_Bayonet (There's Always Something.............And there's always something worse!)
[ Post Reply | Private Reply | To 1 | View Replies]

To: LZ_Bayonet

He’s going to print money before he raises taxes. That should cause inflation. I don’t know how to comment on the “excess liquidity” issue. It seems like wall street is working hard to dry up that pool. I’m just an “armchair economist” though so what do I know (I know enough to be wary of banks, governments, and giant bailouts).


7 posted on 12/18/2008 3:24:26 AM PST by RC one
[ Post Reply | Private Reply | To 6 | View Replies]

To: LZ_Bayonet
But now there will be a tax raising Democratic President and Congress. Might they simply dry up excess liquidity by raising taxes? Economics oriented Freepers, please comment.

I don't pretend to know how to control the economy. Too bad the Fed and Congress think they know.

8 posted on 12/18/2008 3:31:21 AM PST by 6SJ7 (Atlas Shrugged Mode: ON)
[ Post Reply | Private Reply | To 6 | View Replies]

To: LZ_Bayonet
Might they simply dry up excess liquidity by raising taxes?
Yes, that's the method comrade. What do these people need their money for anyway? It does the state no good so it must be bad ;)
9 posted on 12/18/2008 3:43:24 AM PST by allmost
[ Post Reply | Private Reply | To 6 | View Replies]

To: TigerLikesRooster

When the US government defaults on its debt, it does it by printing money and, thus, destroying wealth accumulation. I’m not a gold bug but one has to consider options.


10 posted on 12/18/2008 3:51:18 AM PST by muir_redwoods (B. O. Stinks!!!)
[ Post Reply | Private Reply | To 1 | View Replies]

To: muir_redwoods

Buy Guns and ammo... the hoard will kill you and take your gold.

LLS


11 posted on 12/18/2008 4:01:17 AM PST by LibLieSlayer (MERRY CHRISTMAS!!!! so sue me!)
[ Post Reply | Private Reply | To 10 | View Replies]

To: RC one

>>Led by Bernanke and Greenspan, officials have argued it is too hard and subjective to identify bubbles until afterwards, and not the Fed’s job to second-guess asset allocation decisions of professional investors.<<

Just a few days ago Ben the printer was saying that he would be able to catch the swing from deflation to inflation and would be able to prevent hyper inflation. Did he hire some new trend observers?


12 posted on 12/18/2008 4:08:53 AM PST by B4Ranch ( Veterans: "There is no expiration date on our oath, to protect America from all enemies, ...")
[ Post Reply | Private Reply | To 7 | View Replies]

To: B4Ranch

People with homes that are paid for and no debt are the ones best positioned to ride this storm. Of course, that leaves a lot of folks in the maelstrom.


13 posted on 12/18/2008 4:28:13 AM PST by billhilly (Sayonara Detroit)
[ Post Reply | Private Reply | To 12 | View Replies]

To: JDoutrider

Zero did say that the Wold had a wealth inequality problem. If our wealth can be inflated away, problem solved.


14 posted on 12/18/2008 4:42:41 AM PST by oblomov (Every election is a sort of advance auction sale of stolen goods. - Mencken)
[ Post Reply | Private Reply | To 4 | View Replies]

To: billhilly
People with homes that are paid for and no debt are the ones best positioned to ride this storm.

That's certainly true but what if you cannot pay the annual property taxes? You will still lose your home.

15 posted on 12/18/2008 4:53:31 AM PST by NoControllingLegalAuthority
[ Post Reply | Private Reply | To 13 | View Replies]

To: NoControllingLegalAuthority

“That’s certainly true but what if you cannot pay the annual property taxes? You will still lose your home.”

Well, if one’s taxes equal the value of their home, you are right.


16 posted on 12/18/2008 4:57:56 AM PST by billhilly (Sayonara Detroit)
[ Post Reply | Private Reply | To 15 | View Replies]

To: billhilly

Yes, I agree with you. Just this past week I have been making preparations to pay mine off and prepay five years of property taxes.


17 posted on 12/18/2008 5:12:07 AM PST by B4Ranch ( Veterans: "There is no expiration date on our oath, to protect America from all enemies, ...")
[ Post Reply | Private Reply | To 13 | View Replies]

To: B4Ranch

If you prepay at today’s rate, and your local taxing authority triples the rate next year, will you be on the hook for the difference?

Jacking up property rates to the sky will be govts last ditch effort, because it risks total social rebellion.


18 posted on 12/18/2008 5:37:08 AM PST by Travis McGee (--www.EnemiesForeignAndDomestic.com--)
[ Post Reply | Private Reply | To 17 | View Replies]

To: TigerLikesRooster
Free money, get your free money here!!! We can close the FBI and Treasury departments counterfeit division.. It makes no difference!!!!
19 posted on 12/18/2008 6:31:42 AM PST by org.whodat (Conservatives don't vote for Bailouts for Super-Rich Bankers! Republicans do!)
[ Post Reply | Private Reply | To 1 | View Replies]

To: TigerLikesRooster

Jeeze. Everyone sounds like Ron Paul these days. What a bunch of posers.


20 posted on 12/18/2008 6:50:37 AM PST by BGHater (Obama is a Neocon.)
[ Post Reply | Private Reply | To 1 | View Replies]


Navigation: use the links below to view more comments.
first 1-2021-24 next last

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
News/Activism
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson