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

MishTalk

Labor Union Report. 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 Gold's Honest Discipline. Union Watch.

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

MishTalk

Labor Union Report. 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.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Labor Union Report. The Financial Times reports ECB exit from easing remains far off, Draghi says. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. 2011-04-23: Syndicated Interview on Canadian Radio - My Segment Starts 29:31. CATO Institute.

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

MishTalk

Labor Union Report. FHA Swamped By Defaults; Congressional Report Shows FHA Could Suffer Losses as High as $115 Billion; Shut Down Fannie, Freddie, FHA. I was quoted as saying just that by the Heartland in Congressional Report Raises Spectre of FHA Bailout. Gold's Honest Discipline. Taxpayer Friendly Sites. CATO Institute.

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

MishTalk

Labor Union Report. During the coming week I believe that a significant amount of Wealth Management Prodiucts (WMP) will mature, and because of asset/liability mismatched this WMP must be rolled over. The most important effect is likely to be on demand for wealth management products. This Week in Money Interview.

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

MishTalk

Labor Union Report. It’s very easy for a confident-sounding analyst, fund manager or professor to say something on TV that can throw off the best laid plans of investors. The above chart is from the report In Gold We Trust by Incrementum AG. 2011-04-23: Syndicated Interview on Canadian Radio - My Segment Starts 29:31.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Labor Union Report. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. 2011-04-23: Syndicated Interview on Canadian Radio - My Segment Starts 29:31.