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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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Coronavirus & Consulting Offers

Tom Spencer

During the dotcom bubble, the financial crisis, and the real estate bubble, what did consulting firms do? They just went through, at great expense, the interviewing and hiring of a new “class” of undergraduate consultants. Three prior downturns, what can we learn? The larger firms like Bain, BCG, and McKinsey kept their promises.

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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. building financial models like DCF, accretion/dilution, LBO, etc.). Increased debt levels and risk of financial distress : M&A may increase the amount of debt owed by the combined entity.

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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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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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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. Business Strategy. Categories.

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Draghi Announces ECB Exit From Easing Remains Far Off

MishTalk

China Financial Markets. Financial Sense. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? The Financial Times reports ECB exit from easing remains far off, Draghi says. Draghi Announces ECB Exit From Easing Remains Far Off; Think the Fed Has an Exit Strategy? Daily Bell.