Sorry, my previous e-mail decided to go to the list on its own before
I was done. Below are the corrections:


A big chunk of the money they are making may be coming from here:

http://research.stlouisfed.org/fred2/series/BOGNONBR?cid=123

Fed started to pay interest on bank reserves, required or non-borrowed:

http://www.federalreserve.gov/monetarypolicy/20081006a.htm
http://www.govtrack.us/congress/bill.xpd?bill=s109-2856

I don't know what the current interest rate Fed pays for these, but if
it is above the effective fed funds rate, which is about 0.12% in
these days, the so-called banks (including JP Morgan and Goldman since
they banks now) can make a lot of money out of this, because they can
borrow at the effective fed funds rate from others. If the interest
rate on the non-borrowed reserves is above 0.12%, then this is
outright arbitrage: that is, creating riskless profits with no initial
investment.

There most be an explanation why there are about $600 billion in the
non-borrowed reserves!

Any leads would be appreciated...

Does anyone know what the current interest rate is on the non-borrowed reserves?

Best,
Sabri
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