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

MishTalk

Advertisers. 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. Trend Analysis. Sitka Pacific.

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

MishTalk

Advertisers. 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. Feds Balance Sheet.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Advertisers. 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). Newer Post.

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

MishTalk

Advertisers. 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. All site content, including advertisements, shall not be construed as a recommendation to buy or sell any security. Global Economic. Trend Analysis.

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

MishTalk

Advertisers. 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. Trend Analysis. Sitka Pacific.

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

MishTalk

Advertisers. 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. Global Economic. Trend Analysis. Newer Post.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Advertisers. 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. Recent Posts. Featured Links.