Remove Balance Sheet Remove Course Remove Culture Remove Interviews
article thumbnail

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 Trading Psychology Weblog. Trim Tabs - Bidermans Daily Edge.

article thumbnail

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

MishTalk

Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month. Feds Balance Sheet. QE History.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Given the stock and bond market bubbles the Fed has created, the Fed of course should taper (not that it should ever have expanded its balance sheet in the first place). Mike "Mish" Shedlock.

article thumbnail

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

MishTalk

Since these worst case scenarios are always famously optimistic, the best course of action would be to shut the agency down. 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. This Week in Money Interview.

article thumbnail

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

MishTalk

This is not only a China problem, of course. Of course no student of Hyman Minsky would be surprised by any of this. I will be watching interbank interest rates closely, of course, as well as trying to get a sense of what the perceptions might be among ordinary households. This Week in Money Interview. China Bulls Beware.

article thumbnail

Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

Of course that assertion itself is another prediction. Its monetary importance, which has established and manifested itself in the course of the past several centuries, is in the process of being rediscovered. Rise of Technocrats, Fraudulent Conveyance, MF Global, the Culture of Greed, Christina Romer, and the US Dollar.

Trends 63
article thumbnail

Midsize Cities Are Entrepreneurship’s Real Test

Harvard Business

And the impact on Manizales’ culture has not gone unnoticed: “Manizales-Más has opened our city to the world,” was how one young university student put it to me. The criticism came quick, but the seed of the new culture had been planted: growth, not start, was the goal. 1 – Quickly demonstrating new growth.