Wednesday links: fed fund foibles

19Sep07

Did the Fed panic? (MarketBeat)

Calculated Risk on why we should be watching how long rates respond to the Fed funds rate cut.

James Hamilton at Econbrowser on why the stock market should be worried about inflation and recession, post-Fed.

Eddy Elfenbein at Crossing Wall Street with some much needed historical perspective on the Fed funds environment.

Accrued Interest looks at the fixed-income landscape post-Fed.

David Merkel at the Aleph Blog writes “Watch the slope of the yield curve.”

Jeff Miller at A Dash of Insight on why you should re-think the noise surrounding the Fed.

Bespoke Investment Group on how private equity buyout deal spreads have reacted.

David Leonhardt at NYTimes.com writes “..the real estate bust has become the dominant force in the economy.”

Hedge fundies are pulling in their horns and taking a lower profile. (DealBook)

“Growth equity” is a term that you will likely hear more in the next six months according to Dana Cimilluca at Deal Journal.

Mebane Faber at World Beta on new choices available to those interested in investing in public, private equity.

A free WSJ.com? Sarah Ellison at the aforementioned WSJ.com weighs in on Murdoch’s plan.

Felix Salmon at Market Movers on the revenue-effects of just such a move.

A passel of writers at the WSJ.com looks into the activist fights of a group of Euro hedge funds including high-profile TCI.

Tennille Tracy at Deal Journal has accumulated a handful of quotes from Wilbur Ross.

130/30 funds should outperform…in theory. (All About Alpha)

Adam Warner at the Daily Options Report writes “..at a 20 volatility in this market environment, the odds seem to favor options ownership.”

Mark Hulbert at Marketwatch.com notes newsletter editors (remain) largely skeptical of the market rally.

The Canadian dollar is approaching parity. (globeinvestor.com)

Brett Steenbarger at TraderFeed on what the rise in commodity prices since 2000 means for the markets.

John Hughes and Scott Maragioglio at TheStreet.com on the return of the bull market in commodities.

Morningstar has gotten into the commodity futures index biz. (InstitutionalInvestor.com)

Free Exchange (and here) on the simple reason Europeans work less than Americans.

Mint.com looks like an interesting way to aggregate and manage your personal finances.

Today is International Talk Like A Pirate Day.

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