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

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Global Economic. Advertisers. Sitka Pacific. Recent Posts. Featured Links. GoldMoney: The Best Way to Buy Gold & Silver. Big Picture.

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

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. So if QE is $85B a month, where is it and why doesnt it show up in the Feds balance sheet.".

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Bank Valuation: Understanding Key Ratios and Metrics

Tom Spencer

A higher ratio of fee income implies less traditional credit risk and less balance sheet usage (therefore higher ROE) but also implies greater market risk related to securities portfolios and potentially higher revenue volatility related to volatility in capital markets. Valuation Metrics Price-to-earnings (P/E) Price-to-book (P/B) 2.1

Metrics 88
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Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. 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. Global Economic. Advertisers. Sitka Pacific. Recent Posts. Featured Links. Big Picture.

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

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. 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. Global Economic. Advertisers. Sitka Pacific. Recent Posts. Featured Links. Big Picture.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. GDP Trends.

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

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. 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.