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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.

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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

The certificates of deposits will push banks closer to an operating environment in which rates are deregulated and are also aimed at improving the circulation of cash in the country’s interbank market. These are the big issues, hinted at by the current hiatus in China’s money markets.

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

Operating revenue decreased 15.9 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. The overoptimistic SEP growth forecasts for 2011 through 2013 were eventually cut in half, each ending around 2%. percent to $182.5

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

Harvard Business

The constantly fluctuating number of barrels of crude available from nimble shale operations is a primary driver, but so are the long-term impact of increased fuel efficiency and the fits and starts of the global transition away from fossil fuels on world demand. .—while oil production, up from a mere 10% just seven years ago in 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. Increase operating margins to 18% (by cutting expenses).

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Greece Played Germany Like a Violin; Horrified Syriza Demands 'Icelandic' Default

MishTalk

The Bank of Greece has not published the end of May balance sheet yet. Here is a small snip from my July 7, 2011 article Trichet Says "No" to Selective Default. If it is, then the increase since end April is only €3 billion. That's not much, but the €118 billion represent 66% of Greek GDP. They normally do that mid-month.

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Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

In what should be no surprise to Mish readers, the HSBC China Manufacturing PMI™ shows Operating conditions deteriorate at quickest pace since last September, and new export orders plunge. Operating conditions have now worsened for two successive months. Strategist News : Best Business Blogs 2011. -->. Key points.