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

MishTalk

Case Against The Fed. 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 Abolish The Fed Sign the Petition.

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

MishTalk

Case Against The Fed. 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. Home Builders.

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Greek default in all but name - Tom Spencer consulting blog

Tom Spencer

by Tom Spencer on November 27, 2011 · 0 comments  ·  Image Source. IN OCTOBER 2011, private banks accepted a 50% writedown on Greek debt. Case Interviews. Definitions. Helpful Links. Greek default in all but name. in Economics. Whatever you say it is, it isn’t ~ Alfred Korzybski. Categories.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Case Against The Fed. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Given the stock and bond market bubbles the Fed has created, the Fed of course should taper (not that it should ever have expanded its balance sheet in the first place).

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Would a Bund by any other name smell as sweet?

Tom Spencer

by Tom Spencer on November 26, 2011 · 0 comments  ·  Image Source. Thirdly, European banks are currently focused on building their balance sheets not on lending. Dexia has around $700 billion on its balance sheet, but like many banks it requires access to short term funding. Case Interviews.

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

MishTalk

Case Against The Fed. An alleged "worst case scenario" shows the FHA could lose as much as $115 Billion. Since these worst case scenarios are always famously optimistic, the best course of action would be to shut the agency down. Strategist News : Best Business Blogs 2011. -->. 2011-12-20: Capital Account.

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

MishTalk

Case Against The Fed. It can increase buying appetite on the upside (limited information gives us greater scope to assume best-case scenarios) and it hurts prices on the way down (uncertainty rises dramatically and worst-case scenarios become plausible). Perhaps last week was a case in point. Home Builders.