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

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? Feds Balance Sheet.

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Maximum Overweight High Yield?

MishTalk

Corporate balance sheets are in excellent shape, and there is still an ample cash cushion available to fund operations in the event of a growth setback. Might the market start pricing in an expectation of higher defaults even if defaults themselves do not soar? What about liquidity risks if the market turns on junk bonds?

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

Of course, there is also persistent overoptimism about earnings growth and stock market expectations. Operating revenue decreased 15.9 In November 2007, the Federal Open Market Committee began releasing projections for real GDP growth four times per year in its Summary of Economic Projections (SEP). percent to $182.5

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How the Great Recession Changed Banking

Harvard Business

The market panicked. The Great Recession of 2007 to 2009 was under way. That strengthened investment banks’ balance sheets by forcing them to scale back and to change the nature of the risks they take. This is most apparent in the credit markets, where revenues have shrunk by more than 40% from pre-crisis peaks.

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Germany’s Midsize Manufacturers Outperform Its Industrial Giants

Harvard Business

Most of these companies are private and don’t publish their balance sheets. The 300,000 companies in the association’s data set have more than doubled their profits from operations over the past 13 years, outpacing their corporate counterparts in the country. This success is no blip.

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Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

Minyanville Business and Market News. Balanced Budget Ammendment Sign the Balanced Budget Petition. China Financial Markets. Market Oracle. Market Ticker. Real Clear Markets. China Manufacturing Conditions Deteriorate, New Export Orders Fall at Fastest Rate Since March 2009. Sitka Pacific.

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Shockingly Bad Fiscal Health of Chicago (and the Financial Engineering Chicago Uses to Hide that Fact)

MishTalk

trillion muni market had puzzled at the true identity of Bond Girl, Hector Negroni, co-founder of New York-based investing firm Fundamental Credit Opportunities, said in a telephone interview. “ The Corporate Fund is Chicago’s general operating fund. Chicago’s property tax revenues do not go into its general operating fund.