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

MishTalk

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 Daily Bell.

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

MishTalk

China Financial Markets. Financial Sense. 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

China Financial Markets. Financial Sense. The Financial Times reports ECB exit from easing remains far off, Draghi says. Bernanke says the US economy is solid enough that the Fed can begin tapering its balance sheet purchases later this year. Top Financial Blog Citations. Mish Audio Video. Daily Bell.

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

MishTalk

China Financial Markets. Financial Sense. That forecast is significantly worse than the one reported by independent auditor Integrated Financial Engineering Inc., 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.

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

MishTalk

China Financial Markets. Financial Sense. Michael Pettis at China Financial Markets commented on the liquidity crunch and spike in SHIBOR a few days ago via email. Second, the way the crisis was handled should make it clear that volatility in the financial sector is suppressed by administrative measures. Burning Platform.

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

MishTalk

China Financial Markets. Financial Sense. Contrary to 1979/1980, the current gold bull market will unlikely end due to a sudden strong rise in interest rates, as the balance sheets of governments, households and corporations are tainted by huge debt. Top Financial Blog Citations. Mish Audio Video.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

China Financial Markets. Financial Sense. She continued to have concerns about maintaining aggressive monetary stimulus in the face of a growing economy and pointed to the potential for financial imbalances to emerge as a result of the high level of monetary accommodation. Top Financial Blog Citations. Mish Audio Video.