11-11-2015, 05:50 PM
It's not a hot topic, IMO, because this has been an on again, off again affair for a long time now. If the bond vigilantes were really worried about inflation, I think they would've run up rates ahead of the Fed a long time ago.
I too think it's time for a small bump in the Fed funds rates. If anything, to take the punch bowl away from the banks and signal to businesses that they need to start marshalling their resources better and not depend on free money. That being said, I wouldn't expect more than a 25 basis point bump for starters which really isn't going to hurt except for those that are overextended and/or relying on short-term financing that they keep rolling over.
REITs and utes may move on the bump but it will be a knee-jerk reaction.
Not making any adjustments to my portfolios. My limit orders have been in since mid-September. Just need Mr. Market to cooperate.
I too think it's time for a small bump in the Fed funds rates. If anything, to take the punch bowl away from the banks and signal to businesses that they need to start marshalling their resources better and not depend on free money. That being said, I wouldn't expect more than a 25 basis point bump for starters which really isn't going to hurt except for those that are overextended and/or relying on short-term financing that they keep rolling over.
REITs and utes may move on the bump but it will be a knee-jerk reaction.
Not making any adjustments to my portfolios. My limit orders have been in since mid-September. Just need Mr. Market to cooperate.
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“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan
“While the dividend itself is merely a rearrangement of equity, over time it's more like owning an apple tree. The tree grows the apples back again and again and again, and the theoretical value of the tree doesn't change just because of when the apples are about to fall.” - earthtodan