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

MishTalk

Wednesday, August 07, 2013 3:40 AM. 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 August 2013 (16).

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Millennials Mired in "Wealth Gap" as Older Americans Gain; Housing Crash Continues to Overshadow Young Families' Balance Sheets

MishTalk

percent as of the fourth quarter 2013 from the end of 2007, Census data show. The average value of housing on young families’ balance sheets remains about 35 percent below its 2007 level, the St. The average value of housing on young families’ balance sheets remains about 35 percent below its 2007 level, the St.

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

MishTalk

Tuesday, August 06, 2013 10:19 AM. 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.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Wednesday, June 26, 2013 12:10 PM. 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).

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

MishTalk

Saturday, June 29, 2013 1:21 AM. 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. August 2013 (16). July 2013 (82). June 2013 (70). May 2013 (82). April 2013 (85). March 2013 (100).

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

factory activity grew last month at its slowest pace since May 2013 as manufacturers pared their stockpiles and cut jobs. Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative. The actual growth rate for 2008 turned out to be –2.8%—the in October from 50.2 in September. A study by Alessi, et al.

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Political Greenwashing: US Exports Coal Pollution to Europe; What About China?

MishTalk

exports of power plant-grade coal to Germany have more than doubled since 2008. In 2013, Germany ranked fifth, behind the United Kingdom, Netherlands, South Korea and Italy in imports of U.S. That’s because it shifts some pollution — and the burden for cleaning it — onto another other country’s balance sheet.