Remove 2010 Remove Balance Sheet Remove Management 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 Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

article thumbnail

Debate Over Fed's Exit Strategy Continues: Bernanke vs. Dudley vs. Yellen

MishTalk

Yesterday, former fed chair Ben Bernanke said " No Need for Fed to Shrink Balance Sheet ". The Federal Reserve does not need to shrink its $4 trillion-plus balance sheet by even "a dime" for it to normalize monetary policy when the time comes, former Fed Chair Ben Bernanke said on Monday.

Insiders

Sign Up for our Newsletter

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

article thumbnail

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.

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? 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? You Walk Away Blog.

article thumbnail

Political Greenwashing: US Exports Coal Pollution to Europe; What About China?

MishTalk

That’s because it shifts some pollution — and the burden for cleaning it — onto another other country’s balance sheet. It’s a global shell game that threatens to undermine Obama’s strategy of reducing the gases blamed for global warming and reveals a little-discussed side effect of countries acting alone on a global problem.

article thumbnail

Mish Fined 8,000 Euros for Quoting French Blog

MishTalk

trillion balance sheet is leveraged nearly 49-to-1. As a group, these three banks have some €4 trillion in assets on their balance sheets, supported by €129.3 link] Mike "Mish" Shedlock is a registered investment advisor representative for SitkaPacific Capital Management. of its assets—which means its €1.6

article thumbnail

Consultant Ninja: A Simple Question about the Credit Markets.

Consultant Ninja

Management Consultant | Excel Jockey | Slide Monkey | Corporate Insurgent | One-Eyed Man in the Valley of the Blind Mckinsey | Bain | BCG | Booz | Oliver Wyman. I am a strategy consultant at. Management Consulting. skip to main | skip to sidebar. Consultant Ninja. Tuesday, March 31, 2009. Posted by Consultant Ninja. at 7:39 PM.