Whither Demand?

 | Apr 30, 2014 | 12:33 PM EDT  | Comments
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kmb

,

pg

The bid is back in the Kimberly-Clarks (KMB) and the Procter & Gambles (PG).

It makes total sense when you look at that GDP number. Total sense. In fact, it's uncanny because that number is so weak that it is inconceivable right now that interest rates can soar. The demand that we thought was there isn't there.

Now, unlike retail and restaurant sales, the demand for money can come back. The months weren't missed. If there are projects to be built, they will be.

But this number does jibe with the collapse in housing and with a cessation of much building because of the weather.

One has to wonder where we would be without the incessant oil and gas investing.

I know it is a contra position, but it sure seems possible to me that the Fed not only must end the taper and end the taper now but that it can sell bonds at a nice profit to Treasury if it wants to.

Know it won't happen. Think it should.

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