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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 Minsky noted that ‘euphoria’ might develop at this stage.

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

MishTalk

Chinese financial markets often seem less volatile than one would expect for a poor, developing country, largely because of administrative measures that intentionally or unintentionally suppress normal volatility. the country’s balance sheet, and this will mean not a collapse but. Consult your. December 2010 (122).

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

MishTalk

Barring some new developments — like all the gold in Fort Knox becoming irradiated — I do not expect to see a resumption of the 2001-11 uptrend. What follows next is a repeat of my April 10, 2010 post US vs. Japan Land Prices Pictorial Update. Consult your. 2010-03-12 - Mish with Marc Faber. October 2010 (91).

Trends 63
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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Going forward, he viewed it as particularly important for the Committee to monitor price developments closely and to adapt its policy in response to incoming economic information. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Consult your. October 2010 (91).

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Seven Charts Explain Why Chicago Bonds Rated Junk

MishTalk

Data Sources: Illinois Policy Institute, 2010 Census, Chicago Budget. Chart #2: Growing Payments While the current state of the city’s balance sheet is dismal, the real problem relates to what is expected to develop over the next decade. Per capita income estimate is for Cook County.