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

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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. Management Consulting. 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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Next Phase in Currency Wars: Yen Plunge, Yuan Devaluation, and "Tidal Wave of Westbound Deflation"

MishTalk

At the end of 2011 the Yen was about 77 to the dollar. It it is worth noting just how aggressive the BoJ has become with the central bank balance sheet already at around 55% of GDP and rapidly heading higher still! If so that would be a currency decline of about 50% since 2011. That is a decline of roughly 33%.

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China Cash Crunch Eases, For How Long? Three Things China Needs to Avoid; When can Beijing Truly move to Market-Determined Interest Rates?

MishTalk

Banks, fund managers and other institutions in the interbank market will be able to trade the CDs, but non-financial companies and retail investors will be barred. A hitherto strong focus on managing interest rates, even with the occasional liquidity squall, has meant that credit growth and leverage have continued to rise rapidly.

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

The Institute for Supply Management’s index of factory activity slipped to 50.1 Third-quarter Gross Domestic Product grew at a 1.5 Overoptimism 2011-2013 A notable feature of the SEP growth forecasts for 2011 through 2013 are the extremely high starting values—around 4% or higher. in October from 50.2 in September.

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

MishTalk

During the coming week I believe that a significant amount of Wealth Management Prodiucts (WMP) will mature, and because of asset/liability mismatched this WMP must be rolled over. The most important effect is likely to be on demand for wealth management products. Strategist News : Best Business Blogs 2011. -->.

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Why GE’s Jeff Immelt Lost His Job: Disruption and Activist Investors

Harvard Business

In his Harvard Business Review article summing up his tenure, Immelt recalls that the two things that influenced him most were Marc Andreessen’s 2011 Wall Street Journal article “ Why Software Is Eating the World ” and Eric Ries’s book The Lean Startup. He doubled GE’s investment in R&D. Then it wasn’t.