Tom Spencer
NOVEMBER 17, 2018
Many an economics and finance course later, I see that the layers of complexities to the 2008 financial crisis are innumerable. The senior slices of a CDO were considered to be safer because they had first priority on cash flows received from the pool of mortgages in the event of default. It all seemed so clear.
MishTalk
AUGUST 7, 2013
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 Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?
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MishTalk
AUGUST 6, 2013
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. QE History.
MishTalk
JUNE 26, 2013
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). December 2008 (85).
MishTalk
JANUARY 26, 2014
The Indonesian rupiah has basically crashed, the South African Rand and the Brazilian real have fallen to their weakest levels since the 2008/9 crisis sell-off, and even the Canadian and Australian dollar look a bit frayed around the edges these days. US Dollar Since mid-2008 the Lira collapsed from 1.03
MishTalk
JUNE 27, 2013
Last weeks’ events were likely to have been simply an exacerbation of those strains. It is not clear to me how widely Chinese depositors knew about or understood the events of last week. So what can we conclude from the events of last week? the country’s balance sheet, and this will mean not a collapse but.
MishTalk
JULY 16, 2014
Rather than repairing its balance sheet by reducing debt, the U.S. In other words, once circumstances have allowed the under-saving event to occur, the net result will be a long period of economic under-performance. According to the OECD, Japan’s PSR for 2014 will be 0.6%, virtually unchanged from 2008.
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