MishTalk
AUGUST 7, 2013
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.
MishTalk
AUGUST 6, 2013
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.
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Tom Spencer
NOVEMBER 25, 2011
Thirdly, European banks are currently focused on building their balance sheets not on lending. European banks have until the end of June 2012 to get their core capital ratios up to 9%. Dexia has around $700 billion on its balance sheet, but like many banks it requires access to short term funding. Case Interviews.
MishTalk
JUNE 26, 2013
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).
MishTalk
JUNE 28, 2013
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. 2012-11-03: Capital Account. 2012-10-10: Capital Account. 2012-07-24: Capital Account.
MishTalk
JUNE 30, 2013
Case Against The Fed. And the recent cash crunch in the interbank market is likely to slow expansion of off-balance sheet lending, further exacerbating funding conditions for SMEs. 2012-11-03: Capital Account. 2012-10-10: Capital Account. 2012-09-19: Capital Account. "QE 2012-07-24: Capital Account.
MishTalk
JUNE 27, 2013
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. 2012-11-03: Capital Account.
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