Remove 2008 Remove 2010 Remove Balance Sheet Remove Productivity
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: Michael Pettis on the China.

MishTalk

The most important effect is likely to be on demand for wealth management products. But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses.

Insiders

Sign Up for our Newsletter

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

article thumbnail

Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

Heres my understanding of the current TARP/TARPII/PPIP/etc plans: The major "sick" banks wont lend to businesses, because their balance sheets are tied up with bad assets that they cant sell. Productivity. (6). A Simple Question about the Credit Markets. Posted by Consultant Ninja. at 7:39 PM. Labels: Analysis. Older Post.

article thumbnail

If You Think Downsizing Might Save Your Company, Think Again

Harvard Business

During the Great Recession of 2008, companies around the world downsized their workforces. American firms alone laid off more than 8 million workers from the end of 2008 to the middle of 2010. We found that 24% of our sample firms reduced their workforce by 3% or more in 2010, including Ford, Petmed Express, and Regal Cinemas.

Company 28
article thumbnail

Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

Third-quarter Gross Domestic Product grew at a 1.5 UPS Freight , the fifth-largest LTL, reported tonnage off 10 percent (matching the record decline reported in the 2009 3Q during the depth of the Great Recession) and shipments down 5 percent year over year (the worst drop since 2008 fourth quarter). in October from 50.2 in September.