2/20/08

The markets always win

One more example.

The Fed lowers interest rates below inflation. This action is inflationary.

Inflation rises.

Long-term interest rates rise to reflect a higher inflation premium.

Borrowers/investors borrow less.

Consumers buy less because of loss of purchasing power due to rising inflation and because of higher borrrowing costs.

The Fed is in a box. The markets win.

More on https://www.peterdag.com/.

George Dagnino, PhD
Editor, The Peter Dag Portfolio
Since 1977

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