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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

Advertisers. Case Against The Fed. 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 Global Economic.

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Mish's Global Economic Trend Analysis: Reader Question: Does the.

MishTalk

Advertisers. Case Against The Fed. 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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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Advertisers. Case Against The Fed. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. There is absolutely no chance the Fed has any real "exit" strategy other than to hold its entire bloated balance sheet to maturity. Global Economic.

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Mish's Global Economic Trend Analysis: FHA Swamped By Defaults.

MishTalk

Advertisers. Case Against The Fed. An alleged "worst case scenario" shows the FHA could lose as much as $115 Billion. Since these worst case scenarios are always famously optimistic, the best course of action would be to shut the agency down. Global Economic. Trend Analysis. Sitka Pacific. Recent Posts. Featured Links.

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Mish's Global Economic Trend Analysis: Michael Pettis on the China.

MishTalk

Advertisers. Case Against The Fed. 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. Global Economic.

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Mish's Global Economic Trend Analysis: Ritholtz on Gold and on.

MishTalk

Advertisers. Case Against The Fed. It’s very easy for a confident-sounding analyst, fund manager or professor to say something on TV that can throw off the best laid plans of investors. All site content, including advertisements, shall not be construed as a recommendation to buy or sell any security. Trend Analysis.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Advertisers. Case Against The Fed. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. All site content, including advertisements, shall not be construed as a recommendation to buy or sell any security. Global Economic. Trend Analysis. Sitka Pacific.