Balance Sheet Conference Marketing Productivity 
Tom Spencer
JULY 25, 2021
The justification for the status quo is usually that “all models are wrong, but some are useful” While simplistic assumptions do make for easier math, and can help to predict market outcomes in stylised scenarios, the real world is both complex and dynamic. Factors of production. Willingness to pay. Equilibrium.
MishTalk
APRIL 17, 2015
I don’t see anything magical about targeting 2 percent inflation ,” Bernanke told a conference in Washington sponsored by the International Monetary Fund. I don’t see anything magical about targeting 2 percent inflation,” he told a conference in Washington sponsored by the International Monetary Fund.
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Tom Spencer
NOVEMBER 27, 2021
Some market commentators saw this coming, and those same players predict that higher inflation will persist. Due to improved technology and rising productivity, the Federal Reserve has been able to juice the money supply for more than 70 years without it showing up too much in the price level. in October , its highest level since 1990.
MishTalk
DECEMBER 25, 2013
Heading into 2014, Michael Pettis at China Financial Markets remains adamant that growth estimates for China are too high and that rebalancing (while necessary), implies lower growth than most expect. In theory these conditions can be counterbalanced by an explosion in productivity unleashed by the reforms.
MishTalk
DECEMBER 12, 2015
financial conference in New York. Ally isn’t expected to start offering risky products the way GMAC did, according to Jeff Davis at Mercer Capital. Today, Ally has a pristine balance sheet and is focused on its strengths with its leading domestic automotive services and direct banking franchises.”
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.
MishTalk
APRIL 6, 2015
Futures were negative following Friday''s dismal job showing but that lasted only as long as the the market open. If I am correct, then this would lead to a further reduction of labor market slack, with the unemployment rate approaching 5 percent by the second half of the year. oil production almost certainly will fade away.
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