Monday, May 20, 2024

The SBA and PROprioception

 proprioception

pro-pree-uh/oh-SEP-shuhn

The awareness of location of parts of one’s body.

From Latin proprius (one’s own) + reception, from recipere (to receive), from capere (to take).

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TIP OF THE WEEK

 

Have you ever accidently poked yourself in the eye?     That would be a lack of proprioception.

 

Don’t poke yourself in the eye when it comes to government guaranteed lending.

 

The differences between SBA and SSBCI guarantees are unique.

 

It would be proficuous to know the distinctions.

 

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Indices:

PRIME RATE= 8.50%

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SBA 504 Loan Debenture Rate for May

 

For 20 year debentures, the debenture rate is only 5.27% but note rate is 5.34517% and the effective yield is 6.656%.

For 25 year debentures, the debenture rate is only 5.24% but note rate is 5.29403% and the effective yield is 6.555%.

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AHEAD OF THE YIELD CURVE

 

Proditomania profilerated over inflation at the Federal Reserve’s last meeting on monetary policy.

 

The Fed Open Market Committee added language that said,"In recent months, there has been a lack of further progress toward the Committee's 2 percent inflation objective".

 

It does not look that way if you go into the lumber section of Home Depot.    Douglas Fir 8 foot 2x4s are always at the front by the door at every store in America.

 

This is the most widely used wood in the country.    It was what was used for all the railroad ties and telegraph poles when the west was being settled.

 

Every new home and existing home project uses this 2x4.

 

As far as I could recall, the price of that 2x4 was consistently under $3.

 

Now every time I go into Home Depot, I check the price of this 8 foot 2x4.

 

Here is the price of the Douglas Fir 8 foot 2x4 over the last couple of years:

 

5/15/2024            $3.63

10/31/2023         $3.07

7/22/2023            $3.63

7/16/2023            $3.63

5/6/2023              $3.34

4/1/2023              $2.98

2/18/2023            $2.98

2/12/2023            $2.98

9/24/2022            $3.97

8/12/2022            $4.65

6/4/2022              $5.92

5/22/2022            $6.64

 

What does this mean?

 

I don’t know but my excuse that the price of wood is too high really isn’t working anymore.

 

At the most recent auction of 30 year Treasury bonds, the high yield was awarded at 4.635 percent versus 4.671 percent a month ago.

 

Two months ago the yield was at 4.331 percent.

 

The long end of the yield curve prognosticates inflationary expectations and ultimately market rate expectations.

 

While the auction size of the 30 year Treasury bonds was $25 billion, up from $22 billion in April, the Federal Reserve also announced it is lowering the cap on reinvestments of US treasuries from $60 billion to $25 billion.

 

While a reduction in the cap for US treasuries reinvestments was anticipated, the size was more than expected.

 

It appears that the FOMC feels that a quick reduction in the cap will accomplish their goals of managing the balance sheet better and allows the Fed to smoothly transition from an abundant reserves environment.

 

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OFF BASE

 

A three day weekend approaches!

 

The Federal Reserve has proscribed banks from being open on the following days:

 

Memorial Day May 27

Juneteenth      June 19

Independence Day July 4

Labor Day September 2

Columbus Day October 14

Veterans Day November 11

Thanksgiving Day November 28

Christmas Day December 25

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