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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market.

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

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Ritholtz on Gold and on Making Predictions; How Secular Bull Markets End; Winning vs. Investing. Sitka Pacific.

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BIS Slams the Fed; Ridiculous Question of the Day: "Is The Fed Going To Attempt A Controlled Collapse?"

MishTalk

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.

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

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Michael Pettis at China Financial Markets commented on the liquidity crunch and spike in SHIBOR a few days ago via email.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. Daily Bell.

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Bulls and Bears Debate China: Property Bubble Expands Again; GDP Growth Picks Up; Economic Recovery Underway? No Says Michael Pettis

MishTalk

I don''t and neither does Michael Pettis at China Financial Markets. The Financial Times reports China house price surge raises prospect of steps to cool market. 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.

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As European Banks Retreat from the World Stage, China Is Stepping Up

Harvard Business

There has been a truly dramatic retrenchment from foreign markets, making banking a rare case of an industry becoming less, rather than more, global. For instance, before the crisis, the three largest German banks had two-thirds of their total assets in foreign markets; today it is only one-third.

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