tag:blogger.com,1999:blog-1110014885778996459.post6489680229031956245..comments2024-03-28T11:48:09.419-07:00Comments on Idiosyncratic Whisk: Full steam ahead on 3 cylindersKevin Erdmannhttp://www.blogger.com/profile/07431566729667544886noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-1110014885778996459.post-74348335371577862102015-05-16T03:10:43.733-07:002015-05-16T03:10:43.733-07:00Interesting blogging. NIMBYism is of course rampan...Interesting blogging. NIMBYism is of course rampant. How to build millions of units of cheap housing?Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-49340365718869056822015-05-14T11:48:05.660-07:002015-05-14T11:48:05.660-07:00Higher employment and struggling retail sales (as ...Higher employment and struggling retail sales (as seem to be coming in) also fit very well.Baconbaconhttps://www.blogger.com/profile/13511082564082971086noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-18742457450941358802015-05-14T09:10:05.906-07:002015-05-14T09:10:05.906-07:00short term low growth + long(er) term inflation ex...short term low growth + long(er) term inflation expectations is consistent with a service economy.Baconbaconhttps://www.blogger.com/profile/13511082564082971086noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-32654876515898004972015-05-14T08:40:49.740-07:002015-05-14T08:40:49.740-07:005 year is the shortest I have glanced at.5 year is the shortest I have glanced at.Kevin Erdmannhttps://www.blogger.com/profile/07431566729667544886noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-85550791656405239832015-05-14T08:33:27.292-07:002015-05-14T08:33:27.292-07:00Over all durations?
Over all durations?<br />Baconbaconhttps://www.blogger.com/profile/13511082564082971086noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-52189550670097750072015-05-14T08:17:48.867-07:002015-05-14T08:17:48.867-07:00Yes. Oddly, though, expected inflation is recover...Yes. Oddly, though, expected inflation is recovering.Kevin Erdmannhttps://www.blogger.com/profile/07431566729667544886noreply@blogger.comtag:blogger.com,1999:blog-1110014885778996459.post-89418371131318926602015-05-14T08:12:11.608-07:002015-05-14T08:12:11.608-07:00Are you following the NGDP futures market SS set u...Are you following the NGDP futures market SS set up at all? It has dropped from 4.6+ in Jan to 3.3-.3.6 range this past week. Declines have persisted despite the expected Fed hike being pushed back as data comes in. Baconbaconhttps://www.blogger.com/profile/13511082564082971086noreply@blogger.com