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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 Trading Psychology Weblog.

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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”. Get Email Updates (It’s Free). -- Australia’s premier consulting blog. Business Strategy.

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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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Would a Bund by any other name smell as sweet?

Tom Spencer

Thirdly, European banks are currently focused on building their balance sheets not on lending. Dexia has around $700 billion on its balance sheet, but like many banks it requires access to short term funding. Get Email Updates (It’s Free). -- Australia’s premier consulting blog. Graduate Consulting Group.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Wednesday, June 26, 2013 12:10 PM. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Consult your. Trim Tabs - Bidermans Daily Edge. Urban Digs.

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Persistent Overoptimism Three Ways: Truckers, Fed Economists, Manufacturers

MishTalk

factory activity grew last month at its slowest pace since May 2013 as manufacturers pared their stockpiles and cut jobs. My personal belief is the trucking industry needs to realize production of goods will have ups and downs,” Satish Jindel, principal of SJ Consulting , which closely tracks industry pricing, told Logistics Management.

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Seven Charts Explain Why Chicago Bonds Rated Junk

MishTalk

Chart #2: Growing Payments While the current state of the city’s balance sheet is dismal, the real problem relates to what is expected to develop over the next decade. For fiscal 2013, Chicago’s various pension plans were assuming annual rates of returns ranging from 7.5 Per capita income estimate is for Cook County.