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

MishTalk

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

MishTalk

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.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

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).

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Start of a Global Currency Crisis?

MishTalk

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

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"Treasury Bond Undervalued" Says Hoisington Second Quarter Review; Path to Fiscal Ruin

MishTalk

The Hoisington Investment Management, Second Quarter 2014 Review and Outlook makes the case " Treasury Bond Undervalued ". Rather than repairing its balance sheet by reducing debt, the U.S. According to the OECD, Japan’s PSR for 2014 will be 0.6%, virtually unchanged from 2008. percentage points from 2008.

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

MishTalk

Last weeks’ events were likely to have been simply an exacerbation of those strains. During the coming week I believe that a significant amount of Wealth Management Prodiucts (WMP) will mature, and because of asset/liability mismatched this WMP must be rolled over. So what can we conclude from the events of last week?

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If You Think Downsizing Might Save Your Company, Think Again

Harvard Business

During the Great Recession of 2008, companies around the world downsized their workforces. American firms alone laid off more than 8 million workers from the end of 2008 to the middle of 2010. As firms might differ in number of employees they downsized, we controlled for the percentage of employees reduced in each downsizing event.

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