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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?

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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.

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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.

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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. Time Magazine : Best 25 Financial Blogs. ” I frequently disagree with Markit economic comments but these comments from Hongbin Qu are spot on.

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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. Time Magazine : Best 25 Financial Blogs. The author may or may not have a position in any company or advertiser referenced above. Any action that.

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

MishTalk

Anyone recall Time Magazine going "gaga" over housing, using exactly that word on the cover? In June I announced Its time to shift the arrow on the basis of Time Magazine going gaga over real estate. Consult your. Time Magazine : Best 25 Financial Blogs. How Secular Bull Markets End. In December I wrote that Its Too Late.

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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.