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

MishTalk

Case Against The Fed. Wednesday, August 07, 2013 3:40 AM. 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

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Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

Case Against The Fed. Tuesday, August 06, 2013 10:19 AM. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. So if QE is $85B a month, where is it and why doesnt it show up in the Feds balance sheet.". Feds Balance Sheet.

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Would a Bund by any other name smell as sweet?

Tom Spencer

ON WEDNESDAY November 23rd, an auction of German government bonds (known as “Bunds”) managed to sell only €3.6 Thirdly, European banks are currently focused on building their balance sheets not on lending. Case Interviews. Management Consulting. Copyright © 2013 Tom Spencer.

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Greek default in all but name - Tom Spencer consulting blog

Tom Spencer

Over the last few decades, countless risky financial products were sold to investors using harmless sounding terms like “credit default swap”, “mortgage backed security”, “special purpose vehicle” and “off-balance sheet financing”. Case Interviews. Management Consulting. Copyright © 2013 Tom Spencer.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Case Against The Fed. Wednesday, June 26, 2013 12:10 PM. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. There is absolutely no chance the Fed has any real "exit" strategy other than to hold its entire bloated balance sheet to maturity.

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Mish's Global Economic Trend Analysis: FHA Swamped By Defaults.

MishTalk

Case Against The Fed. Saturday, June 29, 2013 1:21 AM. 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. This Week in Money Interview. Home Builders.

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

MishTalk

Case Against The Fed. Thursday, June 27, 2013 2:46 PM. 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.