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Thursday, April 12, 2007
Roger Schlesinger :: Townhall.com Columnist
Inflation and the Federal Reserve
by Roger Schlesinger
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The titled subjects are the talk of the financial town and yet so few understand what either really are, especially inflation, and how it relates to our economy, workers, and individuals.

Add into the mix the Federal Reserve Bank and you have misunderstanding on top of lack of knowledge and together they make up some of the greatest mistakes we ratify in our financial lives. How do I know? I see what people have done with their finances and read what people say about some of my solutions and realize they either don't understand or they can't make the moves that are necessary to protect themselves.

Inflation is caused by too much money chasing too few commodities or goods, demand push, or in some cases by a price surge in certain commodities (like lumber) that forces sudden cost increases in correlating industries (like houses) thereby forcing prices up (cost pull). These occurrences have always been with us and probably always will be in our economy.

Inflation has been mitigated in its "sting" partially because of the way we measure it. The components have changed over the years and the fact that we remove food and energy when measuring the core inflation is one of our most curious exercises. The one thing that is certain in all of our lives is that we use food and energy every day. I dare say that isn't true of the other items that make up the inflation gauge.

In 1957 gasoline was around 18 cents a gallon, in 1973 around 37 cents a gallon and now we are looking at over $3.00 a gallon. The cost of driving has risen as fast or faster than any other commodity and yet it is "volatile" and not part of the core. ( I realize that taxes add a great deal to the price of gasoline, especially in California, but that doesn't change the fact of the incredible rise in the cost to us). Milk was fair traded in California until the late 1970's at $1.26 a gallon and since that was repealed it has gone to $3.50ish a gallon.

In 1966-7 when I was dating a meal at the best restaurant, including tip, was under $10 for two people. That doesn't generally cover the parking at the "top spots" today.

I used to take my kids (3) to the Dodger games and the day would cost under $20. I can't guess what it would be today but I am sure $100 wouldn't come close. When I was a kid the movies were 16 cents and as a young adult 50 cents. Now $8 is cheap and $10 isn't unusual.

When I graduated from college my goal was $10,000 a year. This speaks volumes about adjusting your goals as you grow.

I remember in the late 60's or early 70's that if you wanted a new automobile you could have almost any car, except a Rolls, for tops $6000. Now, forgetaboutit! My dad bought a house in Beverly Hills in 1954, 1600 square feet on a 5400 square foot lot for $24,000. He had sold our house in West Los Angeles for $17,000 and made the move up with help from his brother. In 1972 he sold the house for about $64,000 and he and my mother had that money to live on the rest of their lives. Several years ago a similar house sold in the old neighborhood for $2,400,000, but it had a swimming pool. Can this price inflation keep going? What do you think?

The Federal Reserve Bank which is owned by member commercial banks in the United States is out to fight inflation with their ability to regulate the money supply through their open market operations (buying and selling treasury instruments to the member banks) and the setting of interest rates on the money that banks borrow from them for short periods or monies borrowed between the member banks. These acts are designed to stop both recession and inflation but in the exercise of their plans they actually help cause, in my opinion, what they are trying to control in some cases. As they raise interest rates to slow down the economy and curb inflation that actual raises the cost of money to business who then must either absorb the cost and reduce earnings or pass the cost on to the consumer in the form of higher prices. Eventually the economy slows in the lowering of demand for goods but the monetary cost doesn't get better until they start cutting the interest rate. Just a thought! Continued...

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About The Author

Roger Schlesinger's Mortgage Minute is heard on hundreds of radio stations and daily on the Hugh Hewitt radio show and Michael Medved shows. Roger interacts with his hosts and explores the complicated financial markets in order to enlighten his listeners and direct them along their own unique road to financial freedom.

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More from analysts
quote:
Our Government Is Lying About Inflation

Our readers will remember that we have long warned that the CPI numbers are politically “cooked” to the downside and that stealth inflation has been stalking our economy for many months. Now, stealth inflation has gotten so bad that even the mainstream media are talking about it.

Story continues below . . .





Today, the government announced that the producer price index (PPI) for March rose more than 1 percent on top of a rise of 1.3 percent in February!

Combined, that translates into an annual rate of around a staggering 13.8 percent. That is about the same rate that we have constantly forecast for stealth inflation.

This shockingly high inflation rate appears, so far, to have been absorbed largely by corporations, who have been prevented, by global competition, from passing it onto the consumer — so far, that is.

That is why we call it “stealth” inflation. It is in the “pipe”, and poised, ready to flood into our unsuspecting economy.

Sadly, facing a recession, our economy is more than vulnerable to inflation, because an increase in interest rates will drive any recession deeper.

By hiding the true rate of inflation and keeping interest rates unrealistically low, our government has done us a grave disservice. For now we face not just recession, but stagflation.

This news has already caused yet a further slide in the dollar (now forecast to test the major resistance level of $1.3665 to $1.3705 to the euro). In London, gold has risen yet again.

[Editor's Note: Cash In on the Dollar Slide. Make 25 to 50% in Six Months.]

Meanwhile, our Treasury stays mum.

Our Treasury has a political interest in keeping the official inflation rate as low as possible. Interest payments on Treasury debt and Social Security payments are keyed to inflation. Low CPI figures means cheaper debt and lower social security payments by our Treasury.

The Federal Reserve Board, on the other hand, has a far more difficult position to balance.

Unlike most central banks, our Fed has a “dual mandate” to keep inflation low and to encourage economic growth.

The “dual mandate” is tough enough. BUT, today, the FED HAS an additional “informal” mandate — defense of the dollar.

In recent years, our government has injected massive liquidity into our economy in order to avoid risks of an economic slump.

Money supply has increased so fast that in 2006 the Fed, looking for some vestige of camouflage, ceased publication of M3, the internationally recognized main measure of money supply.

Yesterday CNBC announced that American M2 (a more restrictive, narrower measure of money spending than the old, more accurate M3) had increased by a whopping 17 percent in the past year (March to March).

The massive spending upon what many Americans see as a disastrous war in Iraq, the piling up of huge, off balance sheet Social Security obligations and of a gigantic trade deficit have not escaped the notice of international money mangers and traders. The dollar is near an all-time low, as measured by its international currency index.

Gold has risen by 6.5 percent in just the first 15 weeks of this year.

[Editor's Note: 4-Digit Gold Prices a Reality — Find Out How.]

And, as we have said before, a weak dollar is inflationary.

Only last month, Germany displaced America as the biggest exporter to the world. Yesterday, CNBC announced that China had now pushed America out of second place and into the third position.

All this unleashes downward pressure on the greenback. The Fed is therefore faced with this new, “unofficial” mandate — to defend the dollar.

Clearly, the Fed is acutely aware that an increase in interest rates could turn an economic recession into a slump, or worse — a depression.

The Fed has therefore allowed the dollar to continue falling, in the face of interest rate increases by competing central banks, most notably the European Central Bank (ECB), which administers the (intrinsically flawed) euro, now the currency with the widest circulation in the world.

Worse still, the Fed, although conscious of stealth inflation, has downplayed, even withheld from the public, both the true level and the risk of inflation combining with recession to ferment a stagflation — an even worse economic ill.
Source: Financial Intelligence by John Browne
-----------------------------

We better hope we don't have a collapse. The situation is very serious. American workers have been deceived for 70 years into believe government was "good." It has been very bad, instead. But, each time the situation started to unravel, they boosted spending to create a false "boom." The latest, of course, was with housing. The problem is, the world is passing the U.S. by and losing interest in loaning us more money.

Deficit spending is the problem
Whether we go to the gold standard or not, doesn't mean the government couldn't keep borrowing. It is the deficit spending that is causing most of the loss of faith in the dollar. We are getting worse and have every decade since we went off the gold standard but even worse after the "2nd shoe dropped" and we also stopped using the Bretton Woods policy.

At that time we pinned the value of the dollar to demand by promising to protect OPEC nations that sold oil in dollars forcing their customers to need dollars. That era may be ending. Saddam started the ball rolling and even though we took care of him and returned the sale of oil to dollars, Iran and Venezuela saw how much damage Saddam did to our economy with just that little move.

Now they are moving to the euro and other nations are leaving the dollar.

Quote:
LONDON - Gold rose to a fresh six-week high on Friday, boosted by a drop in the dollar and firm oil prices, analysts said.

[Editor's Note: Four Digit Gold Prices a Reality - Find Out How]

Spot gold traded up to $683.50 per ounce, beating Tuesday's peak of $681.30, before slipping to a quote of $679.10/679.50 at 1509 GMT, versus $675.80/$676.30 late in New York on Thursday.

"Gold has edged higher, supported by the softening dollar and strengthening oil prices," Barclays Capital said.

Gold's slip in later trading followed a dollar rally against the euro and yen after a Group of Seven meeting.
http://www.newsmax.com/money/archives/
articles/2007/4/13/115306.cfm?MN=1&PROMO_
CODE=3263-1&S=AL
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Will the dollar "collapse" or just weaken. That is the concern. A move by the fed either way could cause problems in the value or to our economy.
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