MishTalk

JULY 10, 2013

At the conclusion of its discussion, the Committee decided to continue adding policy accommodation by purchasing additional MBS at a pace of $40 billion per month and longer-term Treasury securities at a pace of $45 billion per month and to maintain its existing reinvestment policies. Highlighting is mine.

Real Estate 61

Real Estate Financial Policies Advertising 61

MishTalk

JUNE 28, 2013

John Ligon, senior policy analyst at the conservative Heritage Foundation, writes: The FHA has a core mission of providing targeted support to creditworthy low- and moderate-income, minority, and first-time homebuyers. Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management.

Analysis 74

Analysis Trends Real Estate Case Interview 74

MishTalk

SEPTEMBER 15, 2015

Bernanke made that claim in response to a question if he was confident that QE (the policy of buying bonds to drive down long-term interest rates with short-term rates already at zero), would heal the economy. economy based on relationships that are indistinguishable from someone sneezing on a sheet of graph paper. Notice something.

Balance Sheet 28

Balance Sheet Banking Financial Policies 28

MishTalk

JULY 2, 2013

It’s very easy for a confident-sounding analyst, fund manager or professor to say something on TV that can throw off the best laid plans of investors. Never before have such enormous monetary policy experiments taken place on a global basis. December 2008 (85). November 2008 (78). October 2008 (108).

Trends 63

Trends Analysis Real Estate Financial 63

MishTalk

FEBRUARY 22, 2015

Google took over in 2008, introducing its Chrome browser, which caught up with Firefox by 2012. This year the company announced plans to drop support for all but the latest version of Internet Explorer, a policy that would bring it into parity with most of its rivals. The trouble is, that policy doesn''t take effect until January 2016.

Balance Sheet 28

Balance Sheet Engineering Policies Marketing 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 2, 2015

Possible explanations for this pattern include missed warning signals about the buildup of imbalances before the crisis, overestimation of the efficacy of monetary policy following a balance-sheet recession, and the natural tendency of forecasters to extrapolate from recent data. A study by Alessi, et al.

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. His socialist policies have left France and Greece as the only major eurozone economies where manufacturing is still in contraction. Here we are.

Conference 74

Conference Banking Government Balance Sheet 74