MishTalk

JANUARY 26, 2014

In Emerging Market Contagion Spreads , I presented a viewpoint that emerging market currencies have been under pressure because of falling commodity prices. To be fair, quite a few emerging market currencies as well as the currencies of developed countries that are large commodity exporters have been under pressure for some time.

Balance Sheet 78

Balance Sheet Banking Tourism Sports 78

MishTalk

DECEMBER 18, 2013

It is the highest such volume since the $122.4bn seen in 2008 according to Dealogic, the data provider. Details show the alleged rainy-day fund is a pathetic €12.5bn of joint funds not available until 2020, even though 128 banks covered in the agreement have an aggregate balance sheet somewhere between €26 trillion and €27 trillion.

Banking 71

Banking Balance Sheet Finance Government 71

MishTalk

NOVEMBER 20, 2015

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. My personal belief is the trucking industry needs to realize production of goods will have ups and downs,” Satish Jindel, principal of SJ Consulting , which closely tracks industry pricing, told Logistics Management.

Balance Sheet 28

Balance Sheet Banking Study Policies 28

MishTalk

JUNE 28, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. But with the collapse of the housing market in 2007-08, much of that business returned to the FHA. Sitka Pacific.

Analysis 74

Analysis Trends Real Estate Case Interview 74

MishTalk

JULY 16, 2014

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.

Balance Sheet 68

Balance Sheet Financial Analysis Policies 68

MishTalk

JUNE 27, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Michael Pettis at China Financial Markets commented on the liquidity crunch and spike in SHIBOR a few days ago via email.

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

JULY 11, 2014

The BIS slam, coupled with a recent stock market selloff, brought up debate on a " controlled collapse ". Over the past few years, non-financial corporations in a number of EMEs have borrowed heavily through their foreign affiliates in the capital markets, with the debt denominated mainly in foreign currency.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74

MishTalk

JULY 2, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Ritholtz on Gold and on Making Predictions; How Secular Bull Markets End; Winning vs. Investing. Sitka Pacific.

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

APRIL 7, 2014

Sharon Bowles, the chair of the parliament’s economics and finance committee, said the revisions were essential to accommodate national central banks that “do not have big balance sheets” and need extra guarantees from the state when lending to struggling lenders. Taxpayers have put about €473bn into European banks since 2008.

Banking 71

Banking Balance Sheet Finance Government 71

Harvard Business

APRIL 26, 2017

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. Many of these effects may have long-term consequences, like reduced innovation, that are not captured in short-term financial metrics.

Company 28

Company Balance Sheet Resources Financial 28

MishTalk

JANUARY 28, 2014

"Industrial and Commercial Bank of China, the world''s largest bank by assets, said on Thursday that it has no plans to use its own money to repay investors in a troubled off-balance-sheet investment product that it helped to market." Investors should have taken a hit. Certainly the promised 10% yield was too good to be true.

Banking 72

Banking Balance Sheet Productivity Financial 72

MishTalk

JULY 10, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. Daily Bell.

Real Estate 61

Real Estate Financial Policies Advertising 61

MishTalk

SEPTEMBER 15, 2015

economy based on relationships that are indistinguishable from someone sneezing on a sheet of graph paper. Those who managed to get to that point were in for a nice down to earth set of comments and graphs that followed. So it simply acts as a hot potato, encouraging yield-seeking speculation in the financial markets.

Balance Sheet 28

Balance Sheet Banking Financial Policies 28

MishTalk

DECEMBER 12, 2015

Ally, whose defunct GMAC Mortgage unit was one of the biggest lenders of subprime mortgages in the run-up to the 2008 housing bust, will inch back into direct home loan originations next year, the bank’s Chief Executive Officer Jeffrey Brown said this week at a Goldman Sachs Group Inc. financial conference in New York.

Mercer 28

Mercer Balance Sheet Automotive Banking 28

MishTalk

JULY 7, 2015

Two Rules Every bubble eventually bursts The bigger the bubble the bigger the bust Central banks globally have blown the biggest bubble ever in the wake of the 2008 crash. China's Market and Policy Timeline Bloomberg has an interesting graph of China's Market and Policy Timeline. Two Questions How fast? Where Next?

Real Estate 28

Real Estate Banking Government Balance Sheet 28

MishTalk

FEBRUARY 22, 2015

The modern browser wars began in earnest in 2004, when Mozilla Firefox challenged Internet Explorer''s complete and utter market dominance, successfully growing from zero to several hundred million users in less than five years. Google took over in 2008, introducing its Chrome browser, which caught up with Firefox by 2012.

Balance Sheet 28

Balance Sheet Engineering Policies Marketing 28

Harvard Business

OCTOBER 30, 2017

Over a period of years, every GE senior manager would learn the lean startup methodology, and GE would be the showcase for how modern companies use entrepreneurial management to transform culture and drive long-term growth. During Immelt’s tenure, GE’s stock market value fell by about half. Then it wasn’t.

Balance Sheet 28

Balance Sheet Financial Journal Company 28

MishTalk

JUNE 30, 2013

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. Big Picture.

Analysis 72

Analysis Trends Real Estate Financial 72

MishTalk

OCTOBER 8, 2015

If the Fed were to pull back, if it was to taper and eventually stop buying bonds, it's not only the absence of Fed buying that would crush the market, private buyers, particularly the leveraged speculators, why would anybody buy a 10-year treasury yielding what, 2.8%, or even a 30-year treasury at 3.9%, why would you do that?"

Balance Sheet 28

Balance Sheet Telecommunications Video Analysis 28

MishTalk

DECEMBER 17, 2013

The latest proposals could see up to 126 people being consulted on how to wind up a bank, even though agreement might need to be reached over the course of a weekend while financial markets are closed. A big bank collapse would dwarf the available resources; some €473bn of capital has been pumped into EU banks since 2008.

Banking 73

Banking Finance Balance Sheet Financial 73

MishTalk

FEBRUARY 2, 2015

Since 2007, Federal Open Market Committee participants have been persistently too optimistic about future U.S. 2014) finds that one-year-ahead growth forecasts from the Federal Reserve Bank of New York and the European Central Bank from 2008 to 2012 exhibited substantial overoptimism, averaging 1.6 economic growth.

Study 28

Study Balance Sheet Banking Construction 28

Harvard Business

MARCH 2, 2017

On February 3 President Trump issued an executive order directing the Treasury Department to conduct a sweeping review of financial regulation, including Dodd-Frank , the financial reform bill passed, in 2010, as part of the Obama administration’s response to the 2008 financial crisis and subsequent recession. Nick Lovegrove.

Banking 28

Banking Financial Balance Sheet System 28

MishTalk

JANUARY 3, 2014

Had I suggested in 2007 that the Fed balance sheet expansion of $75 billion a month would have been considered "tightening" people would have thought I was nuts. A similar crash in public opinion awaits Bernanke for fueling one of the biggest, if not the biggest stock and bond market bubbles in history. Here we are.

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Conference Banking Government Balance Sheet 74