Remove 2008 Remove Balance Sheet Remove Financial Remove Strategy
article thumbnail

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

MishTalk

China Financial Markets. Financial Sense. 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 Daily Bell.

article thumbnail

Millennials Mired in "Wealth Gap" as Older Americans Gain; Housing Crash Continues to Overshadow Young Families' Balance Sheets

MishTalk

Thanks to Fed printing presses coupled with an extreme case of irrational exuberance, those over 40 years old have recovered losses from the great financial collapse. The average value of housing on young families’ balance sheets remains about 35 percent below its 2007 level, the St. Meanwhile, 71.3 Louis Fed paper estimates.

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

China Financial Markets. Financial Sense. 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.

article thumbnail

Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

China Financial Markets. Financial Sense. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? The Financial Times reports ECB exit from easing remains far off, Draghi says. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Daily Bell.

article thumbnail

Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

Heres my understanding of the current TARP/TARPII/PPIP/etc plans: The major "sick" banks wont lend to businesses, because their balance sheets are tied up with bad assets that they cant sell. I am a strategy consultant at. A Simple Question about the Credit Markets. Posted by Consultant Ninja. at 7:39 PM. Labels: Analysis.

article thumbnail

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

MishTalk

China Financial Markets. Financial Sense. That forecast is significantly worse than the one reported by independent auditor Integrated Financial Engineering Inc., 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.

article thumbnail

European Banks Dump Massive Amounts of Subordinated Debt on Investors

MishTalk

The Financial Times notes a Big rise in subordinated debt issuance by EU banks Banks have taken advantage of yield-chasing investors to issue $90.7bn of subordinated debt for the year to date, a 41 per cent increase compared to the same period in 2012. Also consider "stress tests".

Banking 71