Remove 2013 Remove Balance Sheet Remove Management Remove Video
article thumbnail

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.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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).

article thumbnail

China's Forex Reserves Drop Most On Record: What Does It Mean? Inflation Tsunami?

MishTalk

Bombshell Event of the Year" Peter Schiff predicted a Bombshell Event in November of 2013. Bombshell Quotes The following "bombshell" quotes are from The Schiff Report (11/22/2013). "If If China isn't going to expand its balance sheet anymore, that means it has to stop buying treasuries. So what's it mean?

article thumbnail

Mish's Global Economic Trend Analysis: China Manufacturing.

MishTalk

Sunday, June 30, 2013 10:06 PM. After adjusting for seasonal factors, the HSBC Purchasing Managers’ Index™ (PMI™) – a composite indicator designed to provide a single-figure snapshot of operating conditions in the manufacturing economy – posted at 48.2 Mish Audio Video. August 2013 (16).

article thumbnail

"World Running Out of Positive-Yield Bonds"

MishTalk

German 10-Year Bond Yield click on chart for sharper image Since September of 2013, yield on the German 10-year bond has plunged from around 2% to 0.367%. Banks and insurers need Germany’s AAA securities to bolster their balance sheets and pension funds mop up bunds to match their liabilities.

article thumbnail

Is Mario Draghi a Bare-Assed Emperor With No Clothes?

MishTalk

I position the video at that spot. Keynesian Inflation Nonsense The Wall Street Journal points out " The annual inflation rate in the 19-country currency area has been far below the central bank’s medium-term target of just below 2% since late 2013. Draghi's torturous Press comment lasted over an hour.