MishTalk
AUGUST 7, 2013
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 Mish Audio Video.
MishTalk
AUGUST 6, 2013
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MishTalk
JUNE 26, 2013
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).
MishTalk
JUNE 28, 2013
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. Mish Audio Video. August 2013 (16). July 2013 (82). June 2013 (70). May 2013 (82). April 2013 (85).
MishTalk
JANUARY 23, 2015
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.
MishTalk
JUNE 27, 2013
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. Mish Audio Video. August 2013 (16).
MishTalk
JULY 10, 2013
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
Expert insights. Personalized for you.
75 
Let's personalize your content