Remove 2008 Remove Balance Sheet Remove Presentation Remove Strategy
article thumbnail

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.

article thumbnail

Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? 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. You Walk Away Blog. Value of College. Zero Hedge.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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. Presentation Zen. A Simple Question about the Credit Markets. Posted by Consultant Ninja.

article thumbnail

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.”

article thumbnail

Back in the Saddle, Just in the Nick of Time

MishTalk

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.

Mercer 28
article thumbnail

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.

article thumbnail

Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

That is likely to present your next and perhaps last best exit. Contrary to 1979/1980, the current gold bull market will unlikely end due to a sudden strong rise in interest rates, as the balance sheets of governments, households and corporations are tainted by huge debt. December 2008 (85). November 2008 (78).

Trends 63