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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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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. Definitions. Helpful Links. Greek default in all but name.

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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. 2011-12-20: Capital Account.

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Start of a Global Currency Crisis?

MishTalk

To be fair, quite a few emerging market currencies as well as the currencies of developed countries that are large commodity exporters have been under pressure for some time. Please see my November 8, 2011 article Perfect Storm; Eight Reasons to be Bullish on the US Dollar.

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

MishTalk

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. 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.

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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. 2011-12-20: Capital Account.

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Oil’s Boom-and-Bust Cycle May Be Over. Here’s Why

Harvard Business

Unlike national oil companies and oil majors that typically take five to 10 years to develop conventional oil reserves, these independent and “unconventional” players have improved their drilling and fracturing technology to the point where they can respond within months to temporary spikes or dips in the market. The soaring U.S.