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

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Global Economic. Advertisers. Sitka Pacific. Recent Posts. Featured Links. GoldMoney: The Best Way to Buy Gold & Silver. Big Picture.

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Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. So if QE is $85B a month, where is it and why doesnt it show up in the Feds balance sheet.".

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

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. 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. December 2008 (85). November 2008 (78). October 2008 (108).

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. GDP Trends.

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

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. Now, it has free-fallen so far that a counter-trend rally is over due. I consider myself an investor (with all the problems that entails, including the ups and downs of positioning for long-term trends). Global Economic. Advertisers. Sitka Pacific.

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Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

Trend Analysis. Bay Area Real Estate Trends. EW Trends and Charts. But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses.

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

UPS Freight , the fifth-largest LTL, reported tonnage off 10 percent (matching the record decline reported in the 2009 3Q during the depth of the Great Recession) and shipments down 5 percent year over year (the worst drop since 2008 fourth quarter). Overoptimism 2008-2010 The SEP growth forecast for 2008 never turned negative.