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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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Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

Management Consultant | Excel Jockey | Slide Monkey | Corporate Insurgent | One-Eyed Man in the Valley of the Blind Mckinsey | Bain | BCG | Booz | Oliver Wyman. Tuesday, March 31, 2009. March 31, 2009 at 9:52 PM. March 31, 2009 at 10:03 PM. April 1, 2009 at 1:14 AM. April 1, 2009 at 1:44 AM. at 7:39 PM.

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

The Institute for Supply Management’s index of factory activity slipped to 50.1 Third-quarter Gross Domestic Product grew at a 1.5 The SEP growth forecast for 2009 did not turn negative until January 2009. The 2009 growth forecast reached a low point of –1.7% The actual growth rate for 2009 was –0.24%.

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How the Great Recession Changed Banking

Harvard Business

The Great Recession of 2007 to 2009 was under way. That strengthened investment banks’ balance sheets by forcing them to scale back and to change the nature of the risks they take. Investment bank Bear Stearns collapsed. Lehman Brothers toppled. Investment banks used to trade using their own capital.

Banking 28
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Credit Equals Gold No.1

MishTalk

On January 15, Reuters reported China''s ICBC says won''t compensate investors in troubled shadow bank product. 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."

Banking 72
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Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

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. 2009-12-09 Tech Ticker. 2009-10-30 King World News.

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Ben Bernanke vs. John Hussman; Beauty of Truth vs. Beast of Dogma; Four Questions

MishTalk

economy based on relationships that are indistinguishable from someone sneezing on a sheet of graph paper. Those who managed to get to that point were in for a nice down to earth set of comments and graphs that followed. There is no way to undo this outcome – only to manage the consequences. Notice something.