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

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

MishTalk

Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. The balance sheet was up $720 billion from Aug 1, 2012 to Aug 1, 2013 ($309B in treasuries and $393B in MBS) but that is only $60B per month. Feds Balance Sheet. QE History.

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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? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Mish Audio Video.

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Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

And the recent cash crunch in the interbank market is likely to slow expansion of off-balance sheet lending, further exacerbating funding conditions for SMEs. or financial instrument, or to participate in any particular trading or investment strategy. Mish Audio Video. December 2008 (85). November 2008 (78).

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China's Forex Reserves Drop Most On Record: What Does It Mean? Inflation Tsunami?

MishTalk

If China isn't going to expand its balance sheet anymore, that means it has to stop buying treasuries. When China stops expanding its balance sheet, that also means that the Chinese currency is going to appreciate, and China said it will allow that appreciation to happen. But there it is, in video form.

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

MishTalk

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. or financial instrument, or to participate in any particular trading or investment strategy. Mish Audio Video. December 2008 (85). November 2008 (78).

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

MishTalk

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. the country’s balance sheet, and this will mean not a collapse but.