MishTalk

OCTOBER 21, 2014

Here''s an interesting video from the recent James Grant Conference. The title of this year''s conference is Investing Opportunistically, Separating the Beta from the Alpha. Seidner commented that 100% of strategists were negative on bonds heading into 2014 but I can name a couple exceptions, notably Lacy Hunt at Van Hoisington.

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Conference Video Policies Balance Sheet 69

MishTalk

JANUARY 21, 2016

Speaking in a news conference, Mr. Draghi said the stimulus measures undertaken by the central bank since June 2014—and topped up most recently in December—had “strengthened the euro area’s resilience to recent, global economic shocks.” The Wall Street Journal offers 5 Takeaways from Mario Draghi’s News Conference.

Balance Sheet 28

Balance Sheet Conference Banking Journal 28

MishTalk

DECEMBER 25, 2013

Heading into 2014, Michael Pettis at China Financial Markets remains adamant that growth estimates for China are too high and that rebalancing (while necessary), implies lower growth than most expect. I wish my readers a great 2014. This will be the last issue of 2013 before the holidays. Stay tuned.

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Balance Sheet Banking Policies Financial 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. Expect more on this in 2014. 2013 My Best Year Ever In April, I sponsored " Wine Country Conference " for ALS research, the disease that took Joanne''s life.

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Conference Banking Government Balance Sheet 74

MishTalk

DECEMBER 12, 2015

financial conference in New York. Today, Ally has a pristine balance sheet and is focused on its strengths with its leading domestic automotive services and direct banking franchises.”

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Mercer Balance Sheet Automotive Banking 28

MishTalk

APRIL 6, 2015

Another significant shock is the nearly 15 percent appreciation of the exchange value of the dollar since mid-2014. But, as Chair Yellen remarked in her most recent press conference, removal of “patient” from the statement does not indicate that we will be “impatient” to begin to normalize monetary policy.

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Policies Balance Sheet Data Analysis 28