MishTalk

NOVEMBER 20, 2015

factory activity grew last month at its slowest pace since May 2013 as manufacturers pared their stockpiles and cut jobs. The Institute for Supply Management’s index of factory activity slipped to 50.1 Third-quarter Gross Domestic Product grew at a 1.5 in October from 50.2 in September. percent pace in the April-June quarter.

Balance Sheet 28

Balance Sheet Banking Study Policies 28

MishTalk

DECEMBER 12, 2015

Ally isn’t expected to start offering risky products the way GMAC did, according to Jeff Davis at Mercer Capital. In 2013, Ally agreed to contribute $1.95 As of June 30, 2013, Ally ceased new mortgage loan originations, the company said at the time.

Mercer 28

Mercer Balance Sheet Automotive Banking 28

MishTalk

JANUARY 28, 2014

On January 15, Reuters reported China''s ICBC says won''t compensate investors in troubled shadow bank product. Industrial and Commercial Bank of China, the world''s largest bank by assets, said on Thursday that it has no plans to use its own money to repay investors in a troubled off-balance-sheet investment product that it helped to market."

Banking 72

Banking Balance Sheet Productivity Financial 72

MishTalk

DECEMBER 26, 2013

Banks, fund managers and other institutions in the interbank market will be able to trade the CDs, but non-financial companies and retail investors will be barred. A hitherto strong focus on managing interest rates, even with the occasional liquidity squall, has meant that credit growth and leverage have continued to rise rapidly.

Balance Sheet 67

Balance Sheet Marketing Banking Financial 67

MishTalk

JULY 11, 2014

Gross issuance in the high-yield bond market alone soared to $90 billion per quarter in 2013 from a pre-crisis quarterly average of $30 billion. In the syndicated loan market, for instance, credit granted to lower-rated leveraged borrowers (leveraged loans) exceeded 40% of new signings for much of 2013.

Balance Sheet 74

Balance Sheet Financial Banking Policies 74

MishTalk

JULY 16, 2014

The Hoisington Investment Management, Second Quarter 2014 Review and Outlook makes the case " Treasury Bond Undervalued ". versus the average output level of 2013. Readers of our letters are familiar with our long-standing assessment that the cause of slower growth is the overly indebted economy with too much non-productive debt.

Balance Sheet 68

Balance Sheet Financial Analysis Policies 68

MishTalk

JUNE 27, 2013

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. August 2013 (16).

Analysis 70

Analysis Trends Real Estate Banking 70

MishTalk

DECEMBER 26, 2014

In either case they reduce consumption demand relative to production. If together these two effects increase demand faster than lower rates increase production (as businesses take advantage of cheaper financing to expand production facilities), there is likely to be upward pressure on prices. The reason has to do with debt.

Banking 71

Banking System Benchmarking Finance 71

Harvard Business

JULY 15, 2016

The company filed for bankruptcy protection in 2012, exited legacy businesses and sold off its patents before re-emerging as a sharply smaller company in 2013. Sasson himself told The New York Times that management’s response to his digital camera was “that’s cute – but don’t tell anyone about it.”

Film 28

Film Balance Sheet Chemicals Engineering 28

MishTalk

DECEMBER 25, 2013

Any model that predicts China’s future GDP growth must include, if it is to be valid, a variable that reflects estimates of the amount of hidden losses buried in the banks’ balance sheets. In theory these conditions can be counterbalanced by an explosion in productivity unleashed by the reforms. I wish my readers a great 2014.

Balance Sheet 67

Balance Sheet Banking Policies Financial 67

Harvard Business

MAY 9, 2018

Walter Thompson Company for $566 million in 1987 and Ogilvy for $864 million in 1989 — big acquisitions that stretched the company’s balance sheet. Strength of productivity program. This means improving productivity at a rate sufficient to put you in at least the top 30% of your industry.

Research 28

Research Balance Sheet Industry Sales 28

MishTalk

MARCH 17, 2014

This model rests on an understanding of how distortions in the savings rates of different countries have driven the great trade and balance-sheet distortions with which we are wrestling today, just as they have in most previous global crises, including those of the 1870s, the 1930s, and the 1970s. It does so in two ways.

Banking 67

Banking Real Estate Productivity Policies 67

MishTalk

JANUARY 3, 2014

Had I suggested in 2007 that the Fed balance sheet expansion of $75 billion a month would have been considered "tightening" people would have thought I was nuts. 2013 is likely to be the tip of the bubble belief in Merkel. At long last, the Fed has finally started to taper. Here we are.

Conference 74

Conference Banking Government Balance Sheet 74