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

MishTalk

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 Consult your.

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

MishTalk

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. 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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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

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. 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).

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

MishTalk

Saturday, June 29, 2013 1:21 AM. While these reforms may improve FHAs balance sheet over the long term, they would also reduce market liquidity, which in turn could cause home prices to fall. Consult your. Rise of Technocrats, Fraudulent Conveyance, MF Global, the Culture of Greed, Christina Romer, and the US Dollar.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Wednesday, July 10, 2013 2:41 PM. Following is a snip from the June 18-19, 2013 Minutes of the Federal Open Market Committee , released today. percent for 2013, 3.0 Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. percent at the end of 2013, 6.5

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

MishTalk

Thursday, June 27, 2013 2:46 PM. But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses. Consult your. August 2013 (16).

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

MishTalk

Tuesday, July 02, 2013 1:59 PM. Contrary to 1979/1980, the current gold bull market will unlikely end due to a sudden strong rise in interest rates, as the balance sheets of governments, households and corporations are tainted by huge debt. Consult your. August 2013 (16). July 2013 (82). June 2013 (70).

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