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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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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. This is clever politicking because a “private-sector involvement” sounds like a positive development. Case Interviews. Definitions. Helpful Links.

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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.

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

MishTalk

Case Against The Fed. Inquiring minds may be interested in this flashback from Barry Ritholtz originally written published June 2005 and republished March 27th, 2011 on The Folly of Forecasting. Strategist News : Best Business Blogs 2011. -->. 2011-12-20: Capital Account. 2011-12-29: Max Keiser. Home Builders.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Case Against The Fed. 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.