MishTalk

AUGUST 22, 2013

Of course, wages are affected by other things besides inflation - for example, labor''s share of total income. Inflation Benefit 3 (?): "Balance sheet recession" might go away! Balance sheet recession" might go away!? We have a balance sheet recession precisely because of an inflationary asset bubble gone bust.

Balance Sheet 73

Balance Sheet Real Estate Banking Government 73

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). Mike "Mish" Shedlock.

Balance Sheet 68

Balance Sheet Real Estate Financial Advertising 68

MishTalk

DECEMBER 16, 2014

Of course in a panic sell-off, (or its corollary, a blow-off move), being early by just a few days day can be pretty painful in the short run. See above link for charts on Russia money supply growth and Russia''s central bank balance sheet. There is probably no hurry, we will certainly keep a very close eye on developments.

Balance Sheet 72

Balance Sheet Banking Energy Marketing 72

MishTalk

JULY 30, 2014

That’s because it shifts some pollution — and the burden for cleaning it — onto another other country’s balance sheet. Obama pretties up his own climate balance, but it doesn’t help the global climate at all if Obama’s carbon dioxide is coming out of chimneys in Germany.” Few if any new coal plants are expected to be built.

Balance Sheet 72

Balance Sheet Enterprise Energy Banking 72

MishTalk

FEBRUARY 6, 2014

The balance sheet of the European Central Bank has fallen by €553bn over the past year as banks repay money that they no longer want, either because ECB funds are too costly in a near-deflationary world or because lenders are being compelled by regulators to shrink their books. The US and China are withdrawing stimulus on purpose.

Balance Sheet 72

Balance Sheet Banking Retail Policies 72

MishTalk

JANUARY 16, 2014

While the ECB confirmed that it will require lenders to have a capital ratio of 8 percent, what qualifies as capital will change over the course of the three-part assessment, the central bank said in an e-mailed statement.

Balance Sheet 74

Balance Sheet Banking Exercises Financial 74

Tom Spencer

JULY 29, 2022

Human resource teams are critical to the growth of a company since employees typically represent both the biggest operating expense and largest off-balance sheet asset for most businesses. Check to see if your organization has an internal education program that can offer free courses and certifications.

Resources 78

Resources Management How To Balance Sheet 78

MishTalk

DECEMBER 24, 2013

A few days ago my lawyer advised me " Don''t go France " (not that I had any plans to of course). Wolf Richter at the Testosterone Pit commented on Gagging Doubt: French Crackdown On French And American Bloggers Who Question Megabank Balance Sheets The France''s Financial Markets Authority (AMF) announced on Nov.

Balance Sheet 76

Balance Sheet Banking Financial Journal 76

MishTalk

OCTOBER 23, 2013

Draghize : "The test is credible because the ultimate purpose of it is to restore or strengthen private sector confidence in the soundness of the banks, in the quality of their balance sheets". This is of course why the tests must essentially be stress-free. Mish : The test is credible because we say it is.

Balance Sheet 62

Balance Sheet Exercises Banking Government 62

MishTalk

JANUARY 26, 2014

Since they have maintained artificial exchange rates – coupled with capital controls, price controls and other coercive and self-defeating economic policies – people have of course felt it necessary to get their money out any way they can.

Balance Sheet 78

Balance Sheet Banking Tourism Sports 78

MishTalk

DECEMBER 26, 2013

Total credit in the economy (total social financing) showed a 40 per cent rise in November over the prior month and is on course for growth this year of almost 20 per cent. Of course this is possible, but it is highly improbable and, if it came to pass, would be truly unprecedented in modern economic history.

Balance Sheet 66

Balance Sheet Marketing Banking Financial 66

Martinka Consulting

MARCH 11, 2016

.” She deciphered this by looking at the third quarter P&L and an October 23 balance sheet. ” Sure enough, the company’s job system and accounting system only sync at the end of the month so the drop in net income, as per the mid-month balance sheet, was fiction.

Balance Sheet 40

Balance Sheet System Trends Company 40

MishTalk

JULY 11, 2014

Historical evidence shows that this rarely happens following a balance sheet recession. Such episodes often coincide with banking crises, which in turn tend to go hand in hand with much deeper recessions – balance sheet recessions – than those that characterise the average business cycle.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74

MishTalk

SEPTEMBER 21, 2017

In response to Janet Yellen’s everything is OK speech following today’s balance sheet reduction notice by the FOMC committee, I received an interesting set of comments from Pater Tenebrarum at the Acting Man Blog regarding rate hike cycles, gold, and stock market peaks.

Balance Sheet 36

Balance Sheet Banking Trends Analysis 36

Harvard Business

MARCH 14, 2017

First, blockchain could help relieve a large balance-sheet liability that many in the industry are facing. A robust, frictionless partner network could mean many more redemption options outside of the core travel product, thereby creating a much-needed release valve for these growing balance-sheet pressures.

Travel 56

Travel Balance Sheet Hotels Airlines 56

Harvard Business

JUNE 20, 2016

My guess is that while a poor balance sheet might cause restless sleep, it’s the thought of an incorrectly reported balance sheet that brings on night terrors. What’s a typical independent director’s worst nightmare? It’s not surprising.

Company 49

Company Benchmarking Balance Sheet Intellectual Property 49

MishTalk

JANUARY 28, 2014

"Industrial and Commercial Bank of China, the world''s largest bank by assets, said on Thursday that it has no plans to use its own money to repay investors in a troubled off-balance-sheet investment product that it helped to market." Shen Jianguang seriously needs a Bubblicious Refresher Course : What Causes Economic Bubbles?

Banking 72

Banking Balance Sheet Productivity Financial 72

MishTalk

NOVEMBER 13, 2014

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! Labeling China a currency manipulator would of course make matters much worse, but that is precisely what I expect from Congress should China devalue.

Balance Sheet 75

Balance Sheet Banking Marketing Productivity 75

MishTalk

DECEMBER 25, 2013

Failure to recognize the investment losses will, of course, artificially boost GDP growth today, but it must also artificially reduce GDP growth tomorrow as the recognition of those losses is simply postponed, not eliminated. If it does not, it cannot possibly be a valid model to describe China’s economy, and its predictions are useless.

Balance Sheet 67

Balance Sheet Banking Policies Financial 67

MishTalk

APRIL 17, 2015

Bernanke also made the case in his presentation for keeping the Fed’s balance sheet big in the aftermath of the financial crisis. [Is Most other major central banks have permanently large balance sheets and are able to implement monetary policy without problems,” he said. [And pray tell, what credibility is that?]

Balance Sheet 28

Balance Sheet Conference Banking Video 28

Tom Spencer

NOVEMBER 17, 2018

Many an economics and finance course later, I see that the layers of complexities to the 2008 financial crisis are innumerable. To conserve capital, banks institute a lending freeze, and bank balance sheets contract as existing bank loans are repaid. We were shocked, how could no one have seen the collapse coming?

Financial 60

Financial Banking Balance Sheet Cash Flow 60

Tom Spencer

JULY 25, 2021

Flush with cash, a monopoly producer would have a strong enough balance sheet to invest in improving product quality, developing new products, expanding into new markets, undertaking ambitious moonshot projects, and paying the full cost of cleaning up environmental pollution.

Productivity 97

Productivity Balance Sheet Marketing Government 97

freshminds

MARCH 20, 2018

Have you worked on quantifiable analytical work, cash flow, balance sheet, P&L etc? Consider taking a specialist Masters course, or an MBA if you have a very specific goal in mind – don’t do this lightly but again honing expertise in something can make all the difference. Have you sold on work? Further study.

Consulting 54

Consulting How To Balance Sheet Cash Flow 54

MishTalk

SEPTEMBER 21, 2017

In response to Janet Yellen’s everything is OK speech following today’s balance sheet reduction notice by the FOMC committee, I received an interesting set of comments from Pater Tenebrarum at the Acting Man Blog regarding rate hike cycles, gold, and stock market peaks.

Balance Sheet 36

Balance Sheet Banking Trends Analysis 36

Harvard Business

MARCH 8, 2017

More and more companies are embracing the idea that they might have a purpose that goes beyond their balance sheet, one that makes the world a better place in some way. Perhaps you’re proud to count your firm as one of them. But a noble corporate mission can feel quite distant from the realities of everyday working life.

Balance Sheet 56

Balance Sheet Survey Meeting Study 56

MishTalk

DECEMBER 17, 2013

The latest proposals could see up to 126 people being consulted on how to wind up a bank, even though agreement might need to be reached over the course of a weekend while financial markets are closed. Some senior officials are warning the proposals are too cumbersome. Banking Union Math Munchau''s reasons are important.

Banking 73

Banking Finance Balance Sheet Financial 73

LSA Global

MAY 9, 2019

Take a financial acumen course , do online research, or invest in a textbook on the subject. Study the Balance Sheet. With term definitions in hand, analyze your company’s balance sheet. With term definitions in hand, analyze your company’s balance sheet. Operating income. Operating Expenses.

Balance Sheet 28

Balance Sheet Cash Flow Metrics Financial 28

MishTalk

DECEMBER 26, 2015

Of course Keynesian fools would never admit such a thing. The balance sheet expansion of the Bank of Japan since the crisis has been remarkable but ineffective as regards the achievement of sustained positive inflation and, since 2000, the inflation target. This is more than an academic curiosity.

Balance Sheet 28

Balance Sheet Banking Policies Financial 28

MishTalk

JUNE 27, 2013

This is not only a China problem, of course. Of course no student of Hyman Minsky would be surprised by any of this. I will be watching interbank interest rates closely, of course, as well as trying to get a sense of what the perceptions might be among ordinary households. trillion of WMP coming due in the next ten days.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

SEPTEMBER 26, 2013

But of course they are not. This means that the foreign currency reserves are simply the asset side of a balance sheet against which there are liabilities. Debt always matters because it must always be paid for by someone – even if the borrower defaults, of course, the debt is simply “paid” by the lender. Of course not.

Real Estate 64

Real Estate Banking Government Balance Sheet 64

Harvard Business

MARCH 31, 2017

Of course, there are also myriad books and reference guides on the topic. See More Videos > See More Videos > Tackle the balance sheet. “Take an interest in the balance sheet and then do the due diligence to understand it,” he says. You “just need to take initiative ,” he says.

Finance 28

Finance Balance Sheet How To Metrics 28

MishTalk

JUNE 28, 2013

Since these worst case scenarios are always famously optimistic, the best course of action would be to shut the agency down. 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.

Analysis 74

Analysis Trends Real Estate Case Interview 74

Harvard Business

SEPTEMBER 16, 2016

For example, at the end of its 2015 fiscal year, Apple’s balance sheet stated tangible assets of $290 billion as a contribution to its annual revenues, with approximately $141 billion worth of intangible assets — a combination of intellectual capital, brand equity, and (investor and consumer) goodwill.

Data 28

Data Balance Sheet Enterprise Insurance 28

Harvard Business

JULY 17, 2018

Of course, communication must be about a particular topic. Machines have made great contributions to the quality and accessibility of education, from massive open online courses (MOOCS) to teaching simulations to Khan Academy lessons. And if you know a great deal about a given domain, you have a rich base on which to draw.

Ethics 53

Ethics Balance Sheet System Productivity 53

MishTalk

OCTOBER 16, 2015

Despite the unprecedented increase in the Federal Reserve’s balance sheet, growth in M2 over the first nine months of this year fell below its average rate of growth over the past 115 years, a time when the growth in the monetary base was stable and quite modest. Let's take a look, emphasis mine.

Balance Sheet 28

Balance Sheet Banking Interviews Video 28

Harvard Business

JULY 12, 2017

This spread of risk, of course, also prevented a merchant from absconding with his ship’s goods and never reuniting with the other traders; he’d have too much to lose. In this manner, no single loss would be catastrophic. In effect, they all had skin in the game, which remains one of the most elusive elements of modern finance.

Insurance 55

Insurance Insurance Industry Balance Sheet 55

Free Agent CFO

FEBRUARY 28, 2018

The balance sheet is dull and boring with almost no debt. It’s one of those balance sheets that lacks drama. Suggesting and recommending a new course of action. Bill’s company runs call centers around the U.S. They buy 1-2 competitors every year. Sales go up 11-12 percent annually. But Bill loves it.

Balance Sheet 45

Balance Sheet Cash Flow Financial Report 45