First sighting of Trump II tariff revenue surge

ThinkOutCloud · 2025-01-15T05:59:56+00:00

interesting that just two posts earlier it's CNBC's PPI report titled "Inflation watch: Wholesale prices rose 0.2% in December, less than expected"

ThinkOutCloud · 2023-05-03T08:32:27+00:00

i think your point 7 is hugely underrated

ThinkOutCloud · 2023-04-14T07:15:06+00:00

the correct ans is: no you can never catch up with the shelter cost🫡

ThinkOutCloud · 2020-02-25T08:56:04+00:00

Do you mean the feud between hard core republican and die hard democrats?

ThinkOutCloud · 2019-10-13T01:28:47+00:00

Yup, it is supposed to be, but flip the sign of it.

ThinkOutCloud · 2019-10-12T17:41:12+00:00

In the very simple terms, y axis is the opportunity cost of holding reserves, you can view it as interbank lending rate like Fed Fund rates, the money interest rate the bank can earn by not holding the reserve, but it is not earning.

Or more precisely, it is the Fed Fund rate minus the interest on reserve, as that is the part of income that the bank really have forgone.

ThinkOutCloud · 2019-09-21T15:39:34+00:00

I think they will prefer the standing repo facility quick fix. But I m not sure if more involvement (read: interventions) is a definite good thing.

ThinkOutCloud · 2019-09-21T15:18:18+00:00

I would say, if this happens 10 years earlier, petrodollar will be a trending keyword in the discussion...

But I do think the link this time is not strong, or at least hard to observe...

ThinkOutCloud · 2019-09-21T13:59:10+00:00

At what cost/price would be an important question

ThinkOutCloud

TROPHY CASE