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

MishTalk

Labor Union Report. 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 Gold's Honest Discipline. Union Watch.

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

MishTalk

Labor Union Report. 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. Feds Balance Sheet.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Labor Union Report. The Financial Times reports ECB exit from easing remains far off, Draghi says. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. December 2008 (85). November 2008 (78). October 2008 (108). September 2008 (140).

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

MishTalk

Labor Union Report. FHA Swamped By Defaults; Congressional Report Shows FHA Could Suffer Losses as High as $115 Billion; Shut Down Fannie, Freddie, FHA. I was quoted as saying just that by the Heartland in Congressional Report Raises Spectre of FHA Bailout. Gold's Honest Discipline. Taxpayer Friendly Sites. CATO Institute.

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

MishTalk

Labor Union Report. The above chart is from the report In Gold We Trust by Incrementum AG. Contrary to 1979/1980, the current gold bull market will unlikely end due to a sudden strong rise in interest rates, as the balance sheets of governments, households and corporations are tainted by huge debt. December 2008 (85).

Trends 63
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Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

Labor Union Report. 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. December 2008 (85). November 2008 (78).

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Labor Union Report. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Rise of Technocrats, Fraudulent Conveyance, MF Global, the Culture of Greed, Christina Romer, and the US Dollar. December 2008 (85). November 2008 (78). October 2008 (108).