MishTalk

AUGUST 22, 2013

From 2003-2006 the Fed ignored major bubbles in home prices, then commercial real estate. 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 72

Balance Sheet Real Estate Banking Government 72

MishTalk

SEPTEMBER 26, 2013

A series of land sales have set record prices since August, with real estate developers ramping up their competition for the best plots in the biggest cities. Part of it may simply be that few Chinese see any real alternative to real estate as a way of saving. China Rich in Reserves. Pettis Replies.

Real Estate 61

Real Estate Banking Government Balance Sheet 61

MishTalk

JUNE 30, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Ludwig von Mises Institute.

Analysis 70

Analysis Trends Real Estate Financial 70

MishTalk

JULY 11, 2014

Investors’ attraction to riskier credit also spawned greater issuance in assets such as payment-in-kind notes and mortgage real estate investment trusts (mREITs). Historical evidence shows that this rarely happens following a balance sheet recession. Restoring sustainable global growth poses significant challenges.

Balance Sheet 73

Balance Sheet Financial Banking Policies 73

MishTalk

JUNE 28, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Ludwig von Mises Institute.

Analysis 73

Analysis Trends Real Estate Case Interview 73

Tom Spencer

NOVEMBER 9, 2019

Wealth Management – wealth management is heavily favored today in bank strategy due to low capital requirements – the business model was covered in the series on Asset Management. Business banks: Banks that focus on mid-sized businesses and commercial real estate. Commercial vs Retail Banking. Interest Income.

Banking 12

Banking Industry Balance Sheet Retail 12

MishTalk

JUNE 27, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. The most important effect is likely to be on demand for wealth management products. GoldMoney: The Best Way to Buy Gold & Silver.

Analysis 68

Analysis Trends Real Estate Banking 68

MishTalk

DECEMBER 26, 2013

Banks, fund managers and other institutions in the interbank market will be able to trade the CDs, but non-financial companies and retail investors will be barred. A hitherto strong focus on managing interest rates, even with the occasional liquidity squall, has meant that credit growth and leverage have continued to rise rapidly.

Balance Sheet 63

Balance Sheet Marketing Banking Financial 63

MishTalk

JULY 2, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. In June I announced Its time to shift the arrow on the basis of Time Magazine going gaga over real estate. Pension Tsunami.

Trends 61

Trends Analysis Real Estate Financial 61

MishTalk

JULY 7, 2015

We can see this mindset at work in China’s management of two recent bubbles: the real estate market and local government debt. In addressing the real estate market bubble, Beijing has opted to keep insolvent developers alive by forcing their lenders to roll over the loans.

Real Estate 28

Real Estate Banking Government Balance Sheet 28

MishTalk

JULY 10, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Pension Tsunami.

Real Estate 56

Real Estate Financial Policies Case Interview 56

MishTalk

DECEMBER 26, 2014

They also tend to be associated with rising stock and real estate markets, which, by making households feel wealthier, encourages higher consumption. This isn’t the first time, of course, that the balance-sheet dynamics during a growth miracle have created unrealistic evaluations about the quality of policymaking.

Banking 71

Banking System Benchmarking Finance 71

MishTalk

MARCH 17, 2014

This model rests on an understanding of how distortions in the savings rates of different countries have driven the great trade and balance-sheet distortions with which we are wrestling today, just as they have in most previous global crises, including those of the 1870s, the 1930s, and the 1970s.

Banking 64

Banking Real Estate Productivity Policies 64

Tom Spencer

AUGUST 12, 2020

In 2020, the Fed has galloped over the precipice, increasing its balance sheet by around $2.8 Not wanting to let a good protest go to waste, activists also managed to focus the energy of the crowds on attacking historical monuments , churches , and courthouses. This inadvertently fuels asset bubbles and financial instability.

Banking 120

Banking Balance Sheet Financial Real Estate 120