Remove 2008 Remove Balance Sheet Remove Banking Remove Consulting
article thumbnail

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

MishTalk

Balanced Budget Ammendment Sign the Balanced Budget Petition. 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

article thumbnail

Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

Consultant Ninja. Management Consultant | Excel Jockey | Slide Monkey | Corporate Insurgent | One-Eyed Man in the Valley of the Blind Mckinsey | Bain | BCG | Booz | Oliver Wyman. The government will buy those assets, freeing up the major banks to loan again to businesses. Posted by Consultant Ninja. Consultant Ninja.

Insiders

Sign Up for our Newsletter

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

article thumbnail

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

MishTalk

Balanced Budget Ammendment Sign the Balanced Budget Petition. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. So if QE is $85B a month, where is it and why doesnt it show up in the Feds balance sheet.". Feds Balance Sheet.

article thumbnail

Laughable Eurozone Banking "Non-Union"; Expect Disorderly Breakup

MishTalk

On December 12 the Financial Times reported EU reaches landmark deal on failed banks with a "common rule book for handling failed banks". The next day, a friend commented the banking union agreement proved me wrong. I replied "wait for the details". Some senior officials are warning the proposals are too cumbersome.

Banking 73
article thumbnail

Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Balanced Budget Ammendment Sign the Balanced Budget Petition. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. There is absolutely no chance the Fed has any real "exit" strategy other than to hold its entire bloated balance sheet to maturity.

article thumbnail

Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

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). Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative.

article thumbnail

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

MishTalk

Balanced Budget Ammendment Sign the Balanced Budget Petition. His comments came in before China intervened to quiet the markets as noted in China Acts to Calm Markets; Stock Market Rebounds From 6% Plunge After Central Bank Pledges More Liquidity; Wet Nurse Action. Abolish The Fed Sign the Petition. Home Builders.