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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 Trading Psychology Weblog. Trim Tabs - Bidermans Daily Edge.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

On our policy stance, let me say that its been accommodative in the past, it is accommodative in the present time and will stay accommodative for the foreseeable future," Draghi said. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. December 2008 (85).

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Rate Hike Cycles, Gold, and the “Rule of Total Morons”

MishTalk

In response to Janet Yellen’s everything is OK speech following today’s balance sheet reduction notice by the FOMC committee, I received an interesting set of comments from Pater Tenebrarum at the Acting Man Blog regarding rate hike cycles, gold, and stock market peaks. Mike “Mish” Shedlock

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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. Presentation Zen. A Simple Question about the Credit Markets. Posted by Consultant Ninja. at 7:39 PM. Labels: Analysis. Crazy Consultant.

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Rate Hike Cycles, Gold, and the “Rule of Total Morons”

MishTalk

In response to Janet Yellen’s everything is OK speech following today’s balance sheet reduction notice by the FOMC committee, I received an interesting set of comments from Pater Tenebrarum at the Acting Man Blog regarding rate hike cycles, gold, and stock market peaks. Mike “Mish” Shedlock.

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Start of a Global Currency Crisis?

MishTalk

In Emerging Market Contagion Spreads , I presented a viewpoint that emerging market currencies have been under pressure because of falling commodity prices. US Dollar Since mid-2008 the Lira collapsed from 1.03 The balance sheet of the government, the banks and households are quite well protected against market volatility.”

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BIS Slams the Fed; Ridiculous Question of the Day: "Is The Fed Going To Attempt A Controlled Collapse?"

MishTalk

Historical evidence shows that this rarely happens following a balance sheet recession. Such episodes often coincide with banking crises, which in turn tend to go hand in hand with much deeper recessions – balance sheet recessions – than those that characterise the average business cycle.