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

MishTalk

Acting Man Austrian Blog. Boom Bust Blog. Money Blogs. You Walk Away Blog. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. The Fed would probably show an insolvent balance sheet today if its holdings were actually marked-to-market.

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

MishTalk

Acting Man Austrian Blog. Boom Bust Blog. Money Blogs. You Walk Away Blog. 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.".

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Acting Man Austrian Blog. Boom Bust Blog. Money Blogs. You Walk Away Blog. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Union Watch.

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Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

Acting Man Austrian Blog. Boom Bust Blog. Money Blogs. You Walk Away Blog. And the recent cash crunch in the interbank market is likely to slow expansion of off-balance sheet lending, further exacerbating funding conditions for SMEs. Top Financial Blog Citations. Ludwig von Mises Institute.

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

MishTalk

Acting Man Austrian Blog. Boom Bust Blog. Money Blogs. You Walk Away Blog. 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. Top Financial Blog Citations. Ludwig von Mises Institute.

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Start of a Global Currency Crisis?

MishTalk

Yen Connection In addition to the commodity collapse thesis, Pater Tenebrarum at the Acting Man blog throws Abenomics into the mix of possible causes of the Currency Massacre in Emerging Markets. US Dollar Since mid-2008 the Lira collapsed from 1.03 to the US dollar, a collapse of 58%.

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

MishTalk

Acting Man Austrian Blog. Boom Bust Blog. Money Blogs. You Walk Away Blog. 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.