Sunday, Aug 15, 2010

Our central bank is losing it

Telegraph: The Bank must reassure Britain it has not lost its grip on policy

So the only way they will reestablish their grip on policy is to address inflation with an interest rate rise. But that will send the housing market into a tailspin and the housing market is central to the MPC's wealth creation model. If Tuesday's inflation figures show a rise, this is going to get really ugly for the MPC and Bank of England.

Posted by paul @ 11:21 AM (2113 views) Add Comment

26 Comments

1. tudorian said...

I woke up this morning and read this story.
I believe its message is important, and that our BoE if supporting housing prices at all costs. (too great a cost)


Supposedly there are far greater numbers of savers than debtors in UK. We are reaching a tipping point where the savers no longer believe that their loss of income through interest, on their saved labour is worth support for a market that excludes themselves, their children and grandchildren. ( I remember Flashman arguing that QE had little impact on house prices .......i think ?)

Interesting times are coming, will UK allow further support for houseprices through QE2 ??

Sunday, August 15, 2010 12:36PM Report Comment
 

2. mark wadsworth said...

"the MPC's wealth creation model"

Says it all, really.

Sunday, August 15, 2010 01:13PM Report Comment
 

3. mrflibble said...

The BoE seem to be living in a fantasy world that revolves around the wealth of savers being continually transferred to borrowers, thus into housing, leaving savers with no money and borrowers holding onto over priced property nobody can afford to buy. Meanwhile the young are expected to work like dogs to create future growth so the idiots of the past can continue to bathe in champagne whilst the door to house ownership remains firmly closed to them. Another 20 years of this to come unless something blows...

Sunday, August 15, 2010 01:35PM Report Comment
 

4. happy mondays said...

I am sure something will blow mr f, & if the government & banks do not address these matters, it will not be pretty..

"If you make peaceful revolution impossible you make violent revolution inevitable"
— John Fitzgerald Kennedy

Sunday, August 15, 2010 01:46PM Report Comment
 

5. brickormortis said...

Cue 40 year mortgages?

Sunday, August 15, 2010 02:07PM Report Comment
 

6. happy mondays said...

@brickormortis, yes indeedy...
Did you buy that property or have you had a re think?

Sunday, August 15, 2010 03:00PM Report Comment
 

7. rumble said...

I think the savers are the ones living in a fantasy world. Why are they still saving? Zombies. "Actions speak louder than words" is crap - people will ignore words for as long as they can get away with - actions speak, words don't. If savers reacted to reality, the bank might react to the new reality. Savers are doormats and will continue to be treated as such.

Sunday, August 15, 2010 03:07PM Report Comment
 

8. Jace said...

Savers are the ones that have the possibility of controlling the banks but only if they stick together and remove their money from the banks, it will be at the expense of all those that have overstretched themselves either by remortgaging through the roof or by over exaggeration their self cert. mortgage.....

Sunday, August 15, 2010 03:22PM Report Comment
 

9. estrader said...

Exactly rumble - Savers want a safe place for their cash that comes with a government guarantee on the capital and to be paid well for the privilege! Don’t get me wrong, I agree with the sentiment but expecting the government to listen is borderline insanity. Savers are sitting ducks, it is that simple.

Sunday, August 15, 2010 04:07PM Report Comment
 

10. brickormortis said...

Happy Mondays: Still in the early stages of purchase and mortgage neeeds sorting still. No rethink although a two year plan to reduce my mortgage to very little and maintain substantial equity should prices fall. If they introduce 40 year mortgages, that might just underpin prices nicely. the last trick in the book maybe?

150,000 mortgage for 25 years at 6% is £977. At 40 years would be £830. Roughly 16% decrease. It would roughly negate a 1.5% rise in interest rates.

Will there be a 40 year mortgage trend? I don't know enough about the decision makers - if there is, I know one thing. It will certainly support any serious fall in house prices.

Sunday, August 15, 2010 04:19PM Report Comment
 

11. mark said...

I think the market or credit ratings agency or some body will make a decision soon, I doubt the BOE will like

Sunday, August 15, 2010 05:18PM Report Comment
 

12. hpwatcher said...

Exactly rumble - Savers want a safe place for their cash that comes with a government guarantee on the capital and to be paid well for the privilege! Don’t get me wrong, I agree with the sentiment but expecting the government to listen is borderline insanity. Savers are sitting ducks, it is that simple.

It's all part of the BOE plan of getting savers to spend, so as to keep asset prices high - it's worked so far.

Sunday, August 15, 2010 05:28PM Report Comment
 

13. debtfree said...

The cost of housing and financing housing would gradually be made so high that most people couldn't afford it. People who already owned their houses would be allowed to keep them but as years go by it would be more and more difficult for young people to buy a house. Young people would more and more become renters. More and more unsold houses would stand vacant. People just couldn't buy them. But the cost of housing would not come down because the free market would no longer operate.

Thats what the BOE is trying achieve.

Sunday, August 15, 2010 06:06PM Report Comment
 

14. estrader said...

hpwatcher, if savers are spending they are not savers. The average Briton is near broke and needs to borrow to keep the spending habit. Payday loans will be the next "sub-prime" crisis, that is the state of the average Brits' finances. No doubt the "experts" won't see it until it's too late.

http://money.uk.msn.com/news/articles.aspx?cp-documentid=154394573

True savers don't splurge simply because their money isn't earning much in the bank, that IMO is pure nonsense, I am a good example of how low interest rates aren't forcing me to spend.

Sunday, August 15, 2010 06:11PM Report Comment
 

15. hpwatcher said...

True savers don't splurge simply because their money isn't earning much in the bank, that IMO is pure nonsense,

I am thinking of acquiring assets - rather than a ''splurge'' - housing, commodities, shares etc. I have heard of a few people going BTL because the money wasn't earning much interest in the banks.

Sunday, August 15, 2010 07:05PM Report Comment
 

16. mark wadsworth said...

@ debtfree, that is what Home-Owner-Ism is all about - the proportion of homeowners has actually gone down slightly over the last ten years or so.

Sunday, August 15, 2010 07:55PM Report Comment
 

17. estrader said...

14. hpwatcher said..."I am thinking of acquiring assets - rather than a ''splurge'' - housing, commodities, shares etc. I have heard of a few people going BTL because the money wasn't earning much interest in the banks."

-----------------

That is called "investing", pure and simple. People have been doing it for centuries. If you think keeping money in a savings account is "investing" you will never get very far.

Sunday, August 15, 2010 08:01PM Report Comment
 

18. hpwatcher said...

If you think keeping money in a savings account is "investing" you will never get very far.

What leads you to believe that anyone actually thinks that?

Sunday, August 15, 2010 08:18PM Report Comment
 

19. Nic said...

I note a lot of talk on this site but no action. The media; main cheerleader BBC, will continue to invite any vested interest group or individual to talk up property prices without challenge because editors, journalists & reporters own substantial property portfolios. Government will ensure Bankers profit and home owners will keep very quite. The elderly who have savings have no voice. So it is up to you; students should lobby their union to comment on artificially low interest rates and others should email complaints every time they see biased reporting. We are living through a huge transfer of wealth from young to older and poor to rich. Do something; start a Face Book group; use the gift young people have; technology and mass communication.

Sunday, August 15, 2010 08:41PM Report Comment
 

20. techieman said...

dont think about it too much Hpw -if you believe in the inflationary / hyperinflation scenario then you must do that ASAP. [in fact havent you already?]. I hear BTL is a great thing to do for countless reasons. Bonne Chance.

Sunday, August 15, 2010 08:42PM Report Comment
 

21. estrader said...

HP, I suppose it's the phrasing, saying "Getting savers to spend" to me means "Getting consumers to spend". Saying "acquiring assets like housing, commodities, shares" says to me, "savvy investor" so I suppose I failed to see the point you were trying to make as far as BOE keeping interest rates low. The only people they really want to continue borowing and spending like mad is the braindead consumer.

Sunday, August 15, 2010 08:47PM Report Comment
 

22. Ntone606 said...

Cash is an awesome asset in deflation, second only to long term govt bonds.

BoE can do all they want, the lessons of history show deflation can't be defeated (without destroying ones currency).

Sunday, August 15, 2010 09:34PM Report Comment
 

23. Stevie Dee said...

In My Opinion. The sh!t is about to hit the fan!

Sunday, August 15, 2010 09:55PM Report Comment
 

24. Stevie Dee said...

In my opinion, the MPC is like a freshly headless chicken, the body is still moving but the the supposed brain are now detached. Delicious if you're eating the chicken, dangerous if you require eggs!

Sunday, August 15, 2010 10:10PM Report Comment
 

25. fallingbuzzard said...

There may be more savers than debtors but savers don't matter because they have no-one to sell their savings to.

Monday, August 16, 2010 12:26AM Report Comment
 

26. mark said...

shares look very good value... it would be interesting if people withdraw money to invest in shares

Monday, August 16, 2010 09:55AM Report Comment
 

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