MishTalk

JULY 11, 2014

The BIS slam, coupled with a recent stock market selloff, brought up debate on a " controlled collapse ". Over the past few years, non-financial corporations in a number of EMEs have borrowed heavily through their foreign affiliates in the capital markets, with the debt denominated mainly in foreign currency.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74

MishTalk

NOVEMBER 20, 2015

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. factory activity grew last month at its slowest pace since May 2013 as manufacturers pared their stockpiles and cut jobs. economy would avoid a recession despite the ongoing housing market turmoil. in October from 50.2

Balance Sheet 28

Balance Sheet Banking Study Policies 28

MishTalk

JULY 2, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Tuesday, July 02, 2013 1:59 PM. Automatic Earth.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

JUNE 27, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Thursday, June 27, 2013 2:46 PM. Big Picture.

Analysis 70

Analysis Trends Real Estate Banking 70

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." Investors should have taken a hit. Certainly the promised 10% yield was too good to be true.

Banking 72

Banking Balance Sheet Productivity Financial 72

MishTalk

JULY 10, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Wednesday, July 10, 2013 2:41 PM. Big Picture.

Real Estate 61

Real Estate Financial Policies Advertising 61

MishTalk

NOVEMBER 19, 2015

Nonetheless, the long bear market of the 1970s that lasted until 1982 caused valuations of the nifty fifty to fall to low levels along with the rest of the market, with most of the Nifty-Fifty under-performing the broader market averages. on 10/29/2013. That theory was labeled the " Nifty-Fifty ". It is now $53.85.

Balance Sheet 28

Balance Sheet Marketing Finance Company 28

MishTalk

DECEMBER 26, 2014

They lower mortgage and consumer financing costs for households, who represent a substantial portion of total borrowing, allowing them greater spending power. They also tend to be associated with rising stock and real estate markets, which, by making households feel wealthier, encourages higher consumption.

Banking 71

Banking System Benchmarking Finance 71

MishTalk

JUNE 30, 2013

Minyanville Business and Market News. Get Involved The State of the Unions Finances: A Citizens Guide. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Sunday, June 30, 2013 10:06 PM. July 2013 (82).

Analysis 72

Analysis Trends Real Estate Financial 72

MishTalk

DECEMBER 9, 2013

It does not need to borrow money from foreign countries to finance its ongoing deficit (because there is no deficit). Having lost access to the capital markets, the Greek government relied on the bailout funds to pay its bills. Greece’s creditor structure in 2013 compared to the point of departure in 2010 hardly bears any resemblance.

Balance Sheet 77

Balance Sheet Financial Government Finance 77

MishTalk

MARCH 17, 2014

Michael Pettis at China Financial Markets taught me much of what I know about global trade. Mish : Despite the obvious casino-like structure of global equity and bond markets, the poker game analogy is an extremely poor one. I am very appreciative. I tend to agree with most of his views.

Banking 67

Banking Real Estate Productivity Policies 67

MishTalk

JANUARY 3, 2014

Had I suggested in 2007 that the Fed balance sheet expansion of $75 billion a month would have been considered "tightening" people would have thought I was nuts. A similar crash in public opinion awaits Bernanke for fueling one of the biggest, if not the biggest stock and bond market bubbles in history. Here we are.

Conference 74

Conference Banking Government Balance Sheet 74