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

MishTalk

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation? Fed Balance Sheet vs. Stock Market. Pension Tsunami.

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Bulls and Bears Debate China: Property Bubble Expands Again; GDP Growth Picks Up; Economic Recovery Underway? No Says Michael Pettis

MishTalk

A series of land sales have set record prices since August, with real estate developers ramping up their competition for the best plots in the biggest cities. Part of it may simply be that few Chinese see any real alternative to real estate as a way of saving. China Rich in Reserves. Pettis Replies.

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940 Chinese Firms Halt Trading; China Allows Houses as Margin, Bans Use of Term "Equity Disaster"; Two Rules, Two Questions

MishTalk

Haitong Securities said late on Monday it would allocate Rmb15bn ($2.4bn) to tracker funds to help “maintain stable development” of the equity market. We can see this mindset at work in China’s management of two recent bubbles: the real estate market and local government debt.

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BIS Slams the Fed; Ridiculous Question of the Day: "Is The Fed Going To Attempt A Controlled Collapse?"

MishTalk

Investors’ attraction to riskier credit also spawned greater issuance in assets such as payment-in-kind notes and mortgage real estate investment trusts (mREITs). Historical evidence shows that this rarely happens following a balance sheet recession. Restoring sustainable global growth poses significant challenges.

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

MishTalk

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. I can only think of the following: more outflows from China, higher deposits in the banks, stock markets, real estate markets, cash hoarding.

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

MishTalk

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. In June I announced Its time to shift the arrow on the basis of Time Magazine going gaga over real estate. Pension Tsunami.

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FOMC Minutes and Economic Projections: Dissent in Both Directions

MishTalk

Patrick Housing Crash News Top Housing and Commercial Real Estate News. Balanced Budget Ammendment Sign the Balanced Budget Petition. Bay Area Real Estate Trends. Participants also described their views regarding the appropriate path of the Federal Reserves balance sheet. Pension Tsunami.