Remove 2006 Remove Balance Sheet Remove Consulting
article thumbnail

Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

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?

article thumbnail

Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

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). Consult your.

article thumbnail

Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

And the recent cash crunch in the interbank market is likely to slow expansion of off-balance sheet lending, further exacerbating funding conditions for SMEs. Consult your. December 2006 (29). November 2006 (20). October 2006 (17). September 2006 (20). August 2006 (37). July 2006 (27).

article thumbnail

Mish's Global Economic Trend Analysis: FHA Swamped By Defaults.

MishTalk

While these reforms may improve FHAs balance sheet over the long term, they would also reduce market liquidity, which in turn could cause home prices to fall. Consult your. December 2006 (29). November 2006 (20). October 2006 (17). September 2006 (20). August 2006 (37). July 2006 (27).

article thumbnail

Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses. the country’s balance sheet, and this will mean not a collapse but.

article thumbnail

Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

Contrary to 1979/1980, the current gold bull market will unlikely end due to a sudden strong rise in interest rates, as the balance sheets of governments, households and corporations are tainted by huge debt. Consult your. December 2006 (29). November 2006 (20). October 2006 (17). September 2006 (20).

Trends 62