MishTalk
AUGUST 7, 2013
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 Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?
MishTalk
AUGUST 6, 2013
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. QE History.
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MishTalk
JUNE 26, 2013
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). Taper vs. Exit.
MishTalk
JULY 2, 2013
Anyone recall Time Magazine going "gaga" over housing, using exactly that word on the cover? In June I announced Its time to shift the arrow on the basis of Time Magazine going gaga over real estate. Time Magazine : Best 25 Financial Blogs. How Secular Bull Markets End. A Summer 2005 cover marked the secular peak in housing.
MishTalk
JUNE 28, 2013
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. Time Magazine : Best 25 Financial Blogs. Rise of Technocrats, Fraudulent Conveyance, MF Global, the Culture of Greed, Christina Romer, and the US Dollar.
MishTalk
JUNE 27, 2013
But one way or another we do have to write down the huge hidden losses in the country’s balance sheet, and this will mean not a collapse but rather many years of Japanese-style slow growth as the system grinds its way though its excesses. the country’s balance sheet, and this will mean not a collapse but.
MishTalk
JULY 10, 2013
Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Time Magazine : Best 25 Financial Blogs. Rise of Technocrats, Fraudulent Conveyance, MF Global, the Culture of Greed, Christina Romer, and the US Dollar. Continue reading. Top Financial Blog Citations.
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