MishTalk

AUGUST 22, 2013

From 2003-2006 the Fed ignored major bubbles in home prices, then commercial real estate. Inflation Benefit 3 (?): "Balance sheet recession" might go away! Balance sheet recession" might go away!? We have a balance sheet recession precisely because of an inflationary asset bubble gone bust.

Balance Sheet 73

Balance Sheet Real Estate Banking Government 73

MishTalk

SEPTEMBER 26, 2013

A series of land sales have set record prices since August, with real estate developers ramping up their competition for the best plots in the biggest cities. Part of it may simply be that few Chinese see any real alternative to real estate as a way of saving. China Rich in Reserves. Pettis Replies.

Real Estate 64

Real Estate Banking Government Balance Sheet 64

MishTalk

JULY 7, 2015

We can see this mindset at work in China’s management of two recent bubbles: the real estate market and local government debt. In addressing the real estate market bubble, Beijing has opted to keep insolvent developers alive by forcing their lenders to roll over the loans.

Real Estate 28

Real Estate Banking Government Balance Sheet 28

Harvard Business

SEPTEMBER 7, 2017

.” GreenBiz founder Joel Makower defines a stranded asset as “a financial term that describes something that has become obsolete or nonperforming well ahead of its useful life, and must be recorded on a company’s balance sheet as a loss of profit.” And it’s not alone: Reuters estimates at least $1.4

Balance Sheet 28

Balance Sheet Real Estate Financial Culture 28

MishTalk

JUNE 28, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Mish and Eric King discuss Gold, the Stock Market, the US Dollar, Sideline Cash, China, and US real estate. Pension Tsunami.

Analysis 74

Analysis Trends Real Estate Case Interview 74

MishTalk

JULY 11, 2014

Investors’ attraction to riskier credit also spawned greater issuance in assets such as payment-in-kind notes and mortgage real estate investment trusts (mREITs). Historical evidence shows that this rarely happens following a balance sheet recession. Restoring sustainable global growth poses significant challenges.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74

MishTalk

JUNE 27, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. I can only think of the following: more outflows from China, higher deposits in the banks, stock markets, real estate markets, cash hoarding.

Analysis 70

Analysis Trends Real Estate Banking 70

Harvard Business

APRIL 14, 2016

These so-called “stranded assets,” sitting on petro-company balance sheets, are essentially worthless. In other words, does it really make sense for a hospitality or real estate company to build a new hotel, apartment, or office complex right on the coast in Miami? And what is the risk of devaluation?

Data 28

Data Balance Sheet Real Estate Study 28

MishTalk

JULY 2, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. In June I announced Its time to shift the arrow on the basis of Time Magazine going gaga over real estate. Pension Tsunami.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

DECEMBER 26, 2013

It is clear that banking institutions, state-owned enterprises and local government financing vehicles have remained relatively insensitive to, or been able to circumvent, higher interest rates and bond yields, central government curbs on the shadow banking sector, and the rampant real estate and infrastructure markets.

Balance Sheet 67

Balance Sheet Marketing Banking Financial 67

MishTalk

JULY 10, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Pension Tsunami.

Real Estate 61

Real Estate Financial Policies Advertising 61

Tom Spencer

NOVEMBER 9, 2019

Business banks: Banks that focus on mid-sized businesses and commercial real estate. Translated into plain English, asset sensitive means margins expand when the Federal Funds rate increases, as the interest income from assets on the balance sheet increase faster than liabilities. Funding and the Loan Mix.

Banking 12

Banking Industry Balance Sheet Retail 12

MishTalk

SEPTEMBER 30, 2014

On September 4, ECB President pulled out a financial bazooka including a pledge to build up the ECB''s balance sheet by another €1 trillion. Draghi confirmed the asset purchases would " include the real estate, the RMBS, real estate ABS. In this case, the stench on Greek bank balance sheets will not go away.

Balance Sheet 75

Balance Sheet Real Estate Banking Policies 75

MishTalk

DECEMBER 26, 2014

They also tend to be associated with rising stock and real estate markets, which, by making households feel wealthier, encourages higher consumption. This isn’t the first time, of course, that the balance-sheet dynamics during a growth miracle have created unrealistic evaluations about the quality of policymaking.

Banking 71

Banking System Benchmarking Finance 71

MishTalk

JUNE 30, 2013

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Mish and Eric King discuss Gold, the Stock Market, the US Dollar, Sideline Cash, China, and US real estate. Pension Tsunami.

Analysis 72

Analysis Trends Real Estate Financial 72

MishTalk

MARCH 17, 2014

This model rests on an understanding of how distortions in the savings rates of different countries have driven the great trade and balance-sheet distortions with which we are wrestling today, just as they have in most previous global crises, including those of the 1870s, the 1930s, and the 1970s.

Banking 67

Banking Real Estate Productivity Policies 67

Tom Spencer

AUGUST 12, 2020

In 2020, the Fed has galloped over the precipice, increasing its balance sheet by around $2.8 Central banks pursue “inflation at any cost” in order to oil the wheels of the credit markets. This inadvertently fuels asset bubbles and financial instability. trillion over the last 5 months.

Banking 120

Banking Balance Sheet Financial Real Estate 120