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

MishTalk

Case Against The Fed. China Financial Markets. Financial Sense. 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

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Rising COVID cases, falling economy

Tom Spencer

Since the start of February this year, the Fed has expanded its balance sheet by more than $2.4 To put that in context, the Fed was created in 1913, and its total balance sheet assets only reached $2.4 trillion in assets, but only 2 months to achieve the same amount of balance sheet expansion this year.

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Coronavirus & Consulting Offers

Tom Spencer

The UK has 3,500 known cases of the virus and London will probably be shut down in the next week, if not before. Top consulting firms have hundreds of current consultants either sitting idle or working a limited case load. During the dotcom bubble, the financial crisis, and the real estate bubble, what did consulting firms do?

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M&A deals – benefits and drawbacks

Tom Spencer

Many consulting, corporate strategy, and corporate development roles require the interviewee to go through an M&A case study. Depending on the firm and specific role this case could be very strategic and operational like doing a market entry/growth-type case or very technical (i.e. Potential Drawbacks.

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Would a Bund by any other name smell as sweet?

Tom Spencer

Germany is one of the most financially stable countries in the Euro-zone, so its failure to sell all of its Bunds is worth examining. Thirdly, European banks are currently focused on building their balance sheets not on lending. While Bunds may still smell sweet, weak financial markets in Europe are a cause for concern.

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

MishTalk

Case Against The Fed. China Financial Markets. Financial Sense. Reader Question: Does the Fed Balance Sheet Properly Reflect QE Announcements? The feds balance sheet doesnt reflect it. So if QE is $85B a month, where is it and why doesnt it show up in the Feds balance sheet.".

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Greek default in all but name - Tom Spencer consulting blog

Tom Spencer

European leaders are now using the same brand of financial wizardry which created the global financial crisis in the first place. Characterising the writedown of Greek debt as “private sector involvement” is more of the same financial manipulation, but it is also shrewd politics. Case Interviews.