Harvard Business
MAY 9, 2018
Walter Thompson Company for $566 million in 1987 and Ogilvy for $864 million in 1989 — big acquisitions that stretched the company’s balance sheet. So WPP acquired the ad agencies J. After that, however, WPP practiced programmatic M&A, turning it into a strong muscle. Axel Springer followed a similar path.
MishTalk
NOVEMBER 13, 2014
It reminds me of the 2006/07 period when falling US house prices and then widening corporate bond spreads were totally ignored by upbeat equity investors until it was too late. It it is worth noting just how aggressive the BoJ has become with the central bank balance sheet already at around 55% of GDP and rapidly heading higher still!
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MishTalk
DECEMBER 26, 2013
They are happy for the financial sector to experiment with new products on- and off-balance sheet, allowing the system gently to displace state allocation of capital through decreed interest rates, loan quotas, loan-to-deposit ratios and specific credit restrictions. per cent, bringing the gap down by an impressive three-quarters.
Tom Spencer
MAY 9, 2020
In this context, it is worth noting that rising prices also tend to show up in asset price bubbles, such as the Japanese Asset Price Bubble of 1986 to 1991 , the Dotcom Bubble of the 1990s , and the US Housing Bubble of 2002 to 2006. While focusing intently on consumer prices, central banks tend to ignore rising asset prices.
MishTalk
AUGUST 7, 2013
Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The risk premiums of risky securities have become unsustainably compressed in the process, and the Feds balance sheet has metastasized to $3.5 Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?
MishTalk
AUGUST 6, 2013
Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month. Feds Balance Sheet. QE History.
MishTalk
JUNE 26, 2013
Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Given the stock and bond market bubbles the Fed has created, the Fed of course should taper (not that it should ever have expanded its balance sheet in the first place). December 2006 (29).
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