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

MishTalk

Case Against The Fed. What Has Government Done to Our Money? 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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Would a Bund by any other name smell as sweet?

Tom Spencer

ON WEDNESDAY November 23rd, an auction of German government bonds (known as “Bunds”) managed to sell only €3.6 Thirdly, European banks are currently focused on building their balance sheets not on lending. Case Interviews. Management Consulting. in Economics. How could Dexia fail?

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

MishTalk

Case Against The Fed. What Has Government Done to Our Money? 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.". Feds Balance Sheet.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

Case Against The Fed. What Has Government Done to Our Money? 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.

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

MishTalk

Case Against The Fed. What Has Government Done to Our Money? 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. 3 "Implode-O-Meters" Mortgage Lenders. Home Builders.

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

MishTalk

Case Against The Fed. What Has Government Done to Our Money? Government credibility is high, and given the wide-spread assumption that the government stands behind the banks, I do not expect anything approaching a bank run. The most important effect is likely to be on demand for wealth management products.

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Another Definition of Deflation: Antal Fekete Defines Deflation as a "Pathological Slowing in the Velocity of Money"

MishTalk

In an interview with the Daily Bell that just came my way, Antal Fekete writes about Blowing Up Modern Austrian Economics. Background on Velocity To understand the interview discussion, one must first understand velocity. Interview Snips I post snips of the interview below, followed by my own comments. in a Good Way.

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